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 - in their Schedule of Assets, totaling $4.9M 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 | SOUTH BEND CLINIC SOUTH BEND CLINIC EMPLOYEES PROFIT SHARING PLAN | SOUTH BEND IN | 0 | $0 | $2.1M |
| 2 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $2.0M |
| 3 | THE PLATT BROS. & CO. THE PLATT BROS. & CO. 401(K) PLAN |
WATERBURY CT |
| 79 |
| $12.7M |
| $326K |
| 4 | HIGHWAY EQUIPMENT COMPANY HIGHWAY EQUIPMENT COMPANY RETIREMENT PLAN | CEDAR RAPIDS IA | 153 | $29.5M | $314K |
| 5 | TECHNICAL ENGINEERING CONSULTANTS TECHNICAL ENGINEERING CONSULTANTS 401(K) | TROY MI | 1,333 | $6.0M | $135K |
| 6 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $72K |
| 7 | SUNNYHILL, INC. SUNNYHILL, INC. 401(K) RETIREMENT PLAN | ST LOUIS MO | 383 | $2.0M | $2K |
