Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital World G/I R5 in their Schedule of Assets, totaling $5.6M 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 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 131 | $51.8M | $2.9M |
| 2 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $1.6M |
| 3 | MAGRUDER EYE INSTITUTE |
ORLANDO FL |
| 206 |
| $20.2M |
| $1.0M |
| 4 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $67K |
| 5 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN | EDINA MN | 105 | $23.1M | $49K |
