Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds Cap World Gr & Inc R6 American Funds 0 in their Schedule of Assets, totaling $30.8M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $4.7M |
| 2 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $4.4M |
| 3 | BARNHILL CONTRACTING COMPANY BARNHILL CONTRACTING COMPANY PROFIT SHARING PLAN |
ROCKY MOUNT NC |
| 1,039 |
| $78.8M |
| $3.3M |
| 4 | RCR ENTERPRISES, LLC RCR ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | WELCOME NC | 379 | $39.0M | $2.1M |
| 5 | GOODVILLE MUTUAL CASUALTY COMPANY GOODVILLE MUTUAL CASUALTY COMPANY PROFIT SHARING & SAVING PLAN | NEW HOLLAND PA | 183 | $32.5M | $1.9M |
| 6 | WIRTGEN AMERICA, INC. WIRTGEN EMPLOYEE 401(K) PLAN | ANTIOCH TN | 239 | $46.4M | $1.5M |
| 7 | VERITY CREDIT UNION VERITY CREDIT UNION 401(K) PLAN | SEATTLE WA | 131 | $18.7M | $1.2M |
| 8 | CYCLONE DRILLING, INC. CYCLONE DRILLING, INC. 401(K) PLAN | GILLETTE WY | 300 | $19.0M | $1.2M |
| 9 | SHELTER SYSTEMS LIMITED SHELTER SYSTEMS, LTD. 401(K) PLAN | WESTMINSTER MD | 109 | $15.1M | $1.1M |
| 10 | THE PHILLIPS COLLECTION THE PHILLIPS COLLECTION TAX DEFERRED PLAN | WASHINGTON DC | 173 | $16.9M | $840K |
