Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Funds Capital World Growth/Income R6 # in their Schedule of Assets, totaling $14.9M 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 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $4.8M |
| 2 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $2.7M |
| 3 | HERITAGE COMMERCE CORP |
SAN JOSE CA |
| 343 |
| $87.1M |
| $2.5M |
| 4 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $1.1M |
| 5 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. | ANDERSON SC | 1,992 | $61.6M | $1.0M |
| 6 | SERVICE ACCESS & MANAGEMENT, INC. SERVICE ACCESS & MANAGEMENT, INC. EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 792 | $43.1M | $988K |
| 7 | HIGHLAND MEDICAL PC HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN | NYACK NY | 225 | $26.1M | $743K |
| 8 | OTIS COLLEGE OF ART AND DESIGN OTIS COLLEGE OF ART AND DESIGN 403(B) RETIREMENT PLAN | LOS ANGELES CA | 624 | $53.8M | $548K |
| 9 | FALL RIVER HEALTH SERVICES FALL RIVER HEALTH SERVICES 403(B) PLAN | HOT SPRINGS SD | 215 | $7.0M | $225K |
| 10 | GARBER MANAGEMENT GROUP, INC. GMG EMPLOYEES SAVINGS PLAN | SAGINAW MI | 2,211 | $126.5M | $166K |
