Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Capital World G/I R6 Mutual funds ^ in their Schedule of Assets, totaling $10.8M 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 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $3.2M |
| 2 | BLACKBURN'S PHYSICIANS PHARMACY, INC. PHYSICIANS PHARMACY DIRECTION RETIREMENT PLAN FOR SELF-EMPLOYED | TARENTUM PA | 183 | $24.6M | $2.7M |
| 3 | KENNEY MANUFACTURING COMPANY |
WARWICK RI |
| 221 |
| $30.6M |
| $1.2M |
| 4 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $743K |
| 5 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 156 | $15.9M | $726K |
| 6 | MALNATI ORGANIZATION, LLC MALNATI ORGANIZATION 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 1,435 | $28.5M | $654K |
| 7 | TRULINE CORPORATION TRULINE 401(K) PLAN | LAS VEGAS NV | 317 | $7.5M | $564K |
| 8 | ENTISYS SOLUTIONS, INC. ENTISYS SOLUTIONS, INC. 401(K) PLAN | CONCORD CA | 216 | $25.8M | $416K |
| 9 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $338K |
| 10 | COLUMBIA FOOD SERVICE COMPANY COLUMBIA FOOD SERVICE COMPANY, 401(K) PROFIT SHARING PLAN AND TRUST | TAMPA FL | 803 | $12.4M | $212K |
