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 R4 Mutual fund in their Schedule of Assets, totaling $4.7M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $3.8M |
| 2 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN | SAN FRANCISCO CA | 234 | $71.5M | $525K |
| 3 | NEFCO HOLDING COMPANY LLC |
EAST HARTFORD CT |
| 1,102 |
| $34.2M |
| $153K |
| 4 | WHIDBEY TELEPHONE COMPANY WHIDBEY TELEPHONE COMPANY 401(K) PLAN | LANGLEY WA | 89 | $14.4M | $87K |
| 5 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $64K |
| 6 | RECIPROCAL MANAGEMENT CORPORAT RECIPROCAL MANAGEMENT CORPORATION 401(K) RETIREMENT PLAN | PRINCETON NJ | 298 | $21.1M | $54K |
| 7 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $37K |
