Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Fund in their Schedule of Assets, totaling $144K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FORMAN WATKINS KRUTZ LLP FWK 401(K) PLAN | JACKSON MS | 130 | $26.1M | $101K |
| 2 | BEARING TECHNOLOGIES, LTD BEARING TECHNOLOGIES, LTD 401(K) PROFIT SHARING PLAN | AVON OH | 150 | $17.7M | $36K |
| 3 | MODERN ANIMAL, INC MODERN ANIMAL, INC 401(K) PLAN |
CULVER CITY CA |
| 194 |
| $1.7M |
| $8K |