Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital World Growth and Income Class R6 Mutual Fund in their Schedule of Assets, totaling $4.4M 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 | HOSPITAL FOR SPECIAL CARE HOSPITAL FOR SPECIAL CARE 403(B) RETIREMENT PLAN | NEW BRITAIN CT | 1,261 | $118.3M | $3.9M |
| 2 | EPIC CONSOLIDATED OPERATIONS, LLC EPIC CONSOLIDATED OPERATIONS, LLC 401(K) PLAN | SAN ANTONIO TX | 215 | $18.3M | $188K |
| 3 | PRICE TRANSFER, INC. |
RANCHO DOMINGUEZ CA |
| 311 |
| $15.8M |
| $162K |
| 4 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $161K |
| 5 | TRULAND EQUIPMENT, LLC TRULAND EQUIPMENT, LLC 401(K) PLAN | VAN WERT OH | 460 | $44.7M | $56K |
