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 Growth/Income in their Schedule of Assets, totaling $1.4M 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 | GENERAL JOHN J. PERSHING MEMORIAL HOSPITAL ASSOCIATION GENERAL JOHN J. PERSHING MEMORIAL HOSPITAL ASSOCIATION 403(B) PLAN | BROOKFIELD MO | 142 | $4.9M | $969K |
| 2 | VIRGINIA INDUSTRIES, INC. VIRGINIA INDUSTRIES, INC. 401(K) PLAN | ROCKY HILL CT | 247 | $18.8M | $259K |
| 3 | TRUCK CENTERS, INC. |
TROY IL |
| 712 |
| $68.3M |
| $138K |
| 4 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $3K |
