Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Capital World G/I R3 Mutual Fund in their Schedule of Assets, totaling $679K 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 | COLORTECH, INC. COLORTECH, INC. 401(K) PLAN | MORRISTOWN TN | 279 | $15.0M | $445K |
| 2 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, INC. RETIREMENT PLAN | CORTLAND NY | 100 | $6.2M | $184K |
| 3 | BELAIR BUILDERS, INC. BELAIR BUILDERS, INC. 401(K) PROFIT SHARING PLAN |
NEW BRIGHTON MN |
| 162 |
| $5.5M |
| $41K |
| 4 | CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX COMTEX 401(K) RETIREMENT PLAN | COLUMBUS OH | 315 | $7.0M | $9K |
