Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Capital World Growth Income in their Schedule of Assets, totaling $4.9M 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 | MRS. GERRY'S KITCHEN, LLC MRS. GERRY'S KITCHEN, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | ALBERT LEA MN | 217 | $26.2M | $2.5M |
| 2 | ANDERSON HEALTHCARE ANDERSON HEALTHCARE 403(B) PLAN | MARYVILLE IL | 1,640 | $93.9M | $1.1M |
| 3 | COMMUNITY CHOICE CREDIT UNION COMMUNITY CHOICE CREDIT UNION 401(K) SAVINGS PLAN |
FARMINGTON HILLS MI |
| 419 |
| $39.9M |
| $547K |
| 4 | WILLIAMS COMPANY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP | MAITLAND FL | 120 | $12.9M | $419K |
| 5 | BISON TRANSPORT (USA), INC. BISON TRANSPORT (USA), INC. EMPLOYEES' 401(K) PLAN | AMHERST WI | 921 | $41.3M | $275K |
| 6 | FAMILY GUIDANCE CENTER OF ALABAMA INC. FAMILY GUIDANCE CENTER OF ALABAMA 403B PLAN | MONTGOMERY AL | 418 | $4.5M | $59K |
| 7 | MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN NJ | 87 | $8.9M | $9K |
