Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital World G/I Fund Mutual fund in their Schedule of Assets, totaling $1.2M 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 | AEGSI HOLDINGS LLC AEGSI HOLDINGS LLC 401(K) PLAN | HOUSTON TX | 288 | $12.7M | $1.1M |
| 2 | DYNASTY WIRELINE SERVICES LLC DYNASTY WIRELINE SERVICES LLC 401(K) PLAN | MIDLAND TX | 179 | $7.8M | $68K |
