Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Capital World G/I R3 in their Schedule of Assets, totaling $4.6M 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 | MANSFIELD OIL COMPANY OF GAINESVILLE, INC. MANSFIELD OIL COMPANY OF GAINESVILLE 401(K) PLAN | GAINESVILLE GA | 949 | $52.5M | $1.7M |
| 2 | ENERCON ENGINEERING, INC. ENERCON ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | EAST PEORIA IL | 130 | $14.3M | $998K |
| 3 | HIRZEL CANNING CO. & FARMS |
NORTHWOOD OH |
| 136 |
| $8.3M |
| $791K |
| 4 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $505K |
| 5 | H.O.T. GRAPHIC SERVICES, INC. H.O.T. AND EMI 401(K) PLAN | NORTHWOOD OH | 116 | $7.0M | $356K |
| 6 | EXPLORE CHARTER SCHOOLS OF BROOKLYN EXPLORE CHARTER SCHOOLS OF BROOKLYN 403(B) PLAN | BROOKLYN NY | 208 | $9.8M | $184K |
| 7 | UNBOLT, INC. UNBOLT, INC. 401(K) PROFIT SHARING PLAN | CEDARBURG WI | 170 | $7.8M | $11K |
