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 Funds in their Schedule of Assets, totaling $1.3M 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 | KEMPER & LEILA WILLIAMS FOUNDATION, INC. KEMPER AND LEILA WILLIAMS FOUNDATION, INC., CASH OR DEFERRED PROFIT SHARING PLAN AND TRUST | NEW ORLEANS LA | 125 | $12.8M | $709K |
| 2 | FSI, INC. FSI, INC. 401(K) & PROFIT SHARING PLAN | PORTAGE WI | 1,804 | $8.8M | $229K |
| 3 | THE GENEVA SCHOOL |
CASSELBERRY FL |
| 117 |
| $6.8M |
| $167K |
| 4 | S & B METAL PRODUCTS, INC. S & B METAL PRODUCTS, INC. COMPENSATION DEFERRAL THRIFT PLAN | LAKELAND FL | 112 | $8.3M | $164K |
