Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Cap World Gr & Inc R5 American Funds 0 in their Schedule of Assets, totaling $3.8M 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 | GEORGE, MILES & BUHR LLC GEORGE, MILES & BUHR, LLC 401(K) & PROFIT SHARING PLAN | SALISBURY MD | 115 | $19.8M | $3.2M |
| 2 | DS GRAPHICS, INC. DS GRAPHICS EMPLOYEE SAVINGS 401(K) PLAN | LOWELL MA | 250 | $30.4M | $426K |
| 3 | SPRING EQ LLC SPRING EQ 401(K) PLAN |
CONSHOHOCKEN PA |
| 420 |
| $15.6M |
| $134K |
| 4 | ORBIS OPERATIONS MANAGEMENT COMPANY, LLC ORBIS RETIREMENT PLAN | MCLEAN VA | 168 | $32.5M | $36K |
