Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Gr & Inc R3 in their Schedule of Assets, totaling $398K 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 | SERVIS ONE INC. DBA BSI FINANCIAL SERVICES, INC. SERVIS ONE INC 401(K) PROFIT SHARING PLAN | TITUSVILLE PA | 266 | $7.9M | $214K |
| 2 | UNITED INDIAN HEALTH SERVICES UNITED INDIAN HEALTH SERVICES 403(B) PLAN | ARCATA CA | 233 | $11.6M | $175K |
| 3 | VVS, INC. VVS, INC. RETIREMENT SAVINGS PLAN |
COZAD NE |
| 622 |
| $8.4M |
| $9K |
