Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding American Funds Capital World G/I R6 in their Schedule of Assets, totaling $47.3M 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 | MAXIM CRANE WORKS, LP MAXIM CRANE WORKS LP 401(K) PLAN | CANONSBURG PA | 597 | $106.6M | $5.9M |
| 2 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY, P.C. CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 347 | $126.1M | $4.2M |
| 3 | WALTERS & WOLF GLASS COMPANY |
FREMONT CA |
| 316 |
| $123.4M |
| $4.1M |
| 4 | CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY CHAMBERLAIN, HRDLICKA, WHITE, WILLIAMS & AUGHTRY PROFIT SHARING AND 401(K)PLAN | HOUSTON TX | 232 | $89.4M | $3.2M |
| 5 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN | BETHPAGE NY | 853 | $107.4M | $2.9M |
| 6 | DAHLIN GROUP, INC. DAHLIN GROUP, INC. 401(K) RETIREMENT PLAN | PLEASANTON CA | 180 | $47.2M | $2.8M |
| 7 | BARCO, INC. BARCO 401(K) RETIREMENT SAVINGS PLAN | DULUTH GA | 350 | $98.3M | $2.5M |
| 8 | WESTERN NATIONAL PROPERTIES DBA WESTERN NATIONAL GROUP WNG 401(K) PLAN | IRVINE CA | 824 | $58.3M | $2.0M |
| 9 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $1.8M |
| 10 | INFUSYSTEM HOLDINGS, INC. INFUSYSTEM HOLDINGS, INC. 401(K) PLAN | ROCHESTER HILLS MI | 498 | $31.8M | $1.3M |
