Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Capital World Growth Income Fund in their Schedule of Assets, totaling $9.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHYSICIANS FOR WOMEN'S HEALTH, LLC PHYSICIANS FOR WOMEN'S HEALTH, LLC SAVINGS AND RETIREMENT PLAN | ROCKY HILL CT | 1,210 | $212.6M | $7.2M |
| 2 | BANK OF SPRINGFIELD BANK OF SPRINGFIELD 401(K) PROFIT SHARING PLAN | SPRINGFIELD IL | 302 | $38.2M | $748K |
| 3 | COLE ROOFING CO., INC. |
BALTIMORE MD |
| 89 |
| $12.1M |
| $605K |
| 4 | UNITED MEDICAL CENTER UNITED MEDICAL CENTER 403(B) PLAN | EAGLE PASS TX | 380 | $12.4M | $441K |
| 5 | ITI INTERMODAL, INC. ITI INTERMODAL 401(K) RETIREMENT PLAN | WILMINGTON IL | 362 | $8.7M | $67K |
