Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds Capital World G/i R6 Mutual Fund in their Schedule of Assets, totaling $23.1M 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 | T & M ASSOCIATES T & M ASSOCIATES RETIREMENT AND SAVINGS INCENTIVE PLAN | MIDDLETOWN NJ | 378 | $103.0M | $4.4M |
| 2 | ROOD, RIDDLE & PARTNERS, P.S.C. ROOD, RIDDLE & PARTNERS, P.S.C. SAVINGS AND RETIREMENT PLAN | LEXINGTON KY | 331 | $38.1M | $2.3M |
| 3 | CCN AMERICA, LP CCN AMERICA, LP PENSION PLAN |
PITTSBURGH PA |
| 129 |
| $15.3M |
| $2.1M |
| 4 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $1.6M |
| 5 | PDG, P.A. PARK DENTAL/THE DENTAL SPECIALISTS 401(K) PLAN | ROSEVILLE MN | 1,238 | $137.6M | $1.4M |
| 6 | DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 11 | $48.0M | $1.4M |
| 7 | ENGINEERING CONSULTING SERVICES, LTD. ENGINEERING CONSULTING SERVICES, LTD. 401(K) RETIREMENT PLAN | CHANTILLY VA | 2,330 | $187.1M | $1.4M |
| 8 | STUDENT TRANSPORTATION OF AMERICA, INC. STUDENT TRANSPORTATION OF AMERICA, INC. 401K SAVINGS PLAN | WALL NJ | 12,565 | $48.1M | $1.4M |
| 9 | GO PHYSICAL THERAPY, LLC GO PHYSICAL THERAPY 401(K) PLAN | GRAND ISLAND NE | 432 | $45.2M | $1.2M |
| 10 | MIRION TECHNOLOGIES, INC. MIRION TECHNOLOGIES 401(K) PLAN | ATLANTA GA | 1,329 | $201.3M | $1.2M |
