Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Cap World Gr & Inc R3 American Funds 0 in their Schedule of Assets, totaling $2.2M 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 | UIDC ADMINISTRATIVE SERVICES DIVISION UIDC 401(K) PLAN | CANYONVILLE OR | 779 | $32.1M | $1.7M |
| 2 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $232K |
| 3 | SEAWAY PLASTICS ENGINEERING, LLC SEAWAY PLASTICS ENGINEERING, LLC PROFIT SHARING PLAN |
PORT RICHEY FL |
| 289 |
| $10.3M |
| $200K |
| 4 | DELTROL CORPORATION DELTROL CORP. 401(K) SAVINGS PLAN | MILWAUKEE WI | 222 | $29.9M | $68K |
| 5 | WALL RECYCLING, LLC WALL RECYCLING 401(K) & PROFIT SHARING PLAN | RALEIGH NC | 63 | $1.5M | $43K |
| 6 | THREE WAY CHEVROLET COMPANY THREE WAY CHEVROLET CO. 401(K) PLAN | BAKERSFIELD CA | 151 | $9.0M | $9K |
