Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund Class R-6 in their Schedule of Assets, totaling $5.2M 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 | CONTINENTAL BATTERY COMPANY CONTINENTAL BATTERY 401(K) PLAN | DALLAS TX | 1,510 | $51.7M | $2.3M |
| 2 | DR REDDY'S LABORATORIES INC. DR. REDDY'S LABORATORIES INC. 401(K) PROFIT SHARING PLAN | PRINCETON NJ | 409 | $86.7M | $1.5M |
| 3 | THE JOCKEY CLUB THE JOCKEY CLUB 401(K) PLAN |
NEW YORK NY |
| 266 |
| $45.7M |
| $872K |
| 4 | ARROW TRU-LINE, INC. ARROW TRU-LINE, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARCHBOLD OH | 213 | $21.2M | $224K |
| 5 | PACIFIC STORAGE COMPANY PACIFIC STORAGE COMPANY 401(K) PROFIT SHARING PLAN | STOCKTON CA | 86 | $6.8M | $134K |
| 6 | J & M STEEL SOLUTIONS, INC. J & M STEEL SOLUTIONS, INC. 401(K) PLAN FOR CASH BALANCE PLAN PARTICIPANTS | LEHI UT | 62 | $3.3M | $69K |
| 7 | PYROTECNICO FIREWORKS, INC. LIVE EVENTS HOLDINGS 401(K) PLAN | NEW CASTLE PA | 288 | $9.9M | $48K |
| 8 | HEALTHPLANONE, LLC HEALTHPLANONE, LLC 401(K) PLAN | SHELTON CT | 2,071 | $23.0M | $35K |
| 9 | COLAVRIA HOSPITALITY, INC. COLAVRIA 401(K) RETIREMENT PLAN | DENVER CO | 253 | $5.0M | $23K |
