Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund Mutual fund in their Schedule of Assets, totaling $481.9M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $455.1M |
| 2 | FLEXTRONICS INTERNATIONAL USA, INC. FLEX 401(K) PLAN | AUSTIN TX | 10,524 | $1.2B | $11.4M |
| 3 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. |
RENSSELAER NY |
| 628 |
| $321.5M |
| $8.1M |
| 4 | AGRELIANT GENETICS, LLC AGRELIANT GENETICS 401(K) RETIREMENT PLAN | WESTFIELD IN | 668 | $164.2M | $1.9M |
| 5 | LINDSAY CONCRETE PRODUCTS CO, INC. LINDSAY/SOUTHERN/FIREBAUGH/STAY RIGHT PRECAST 401(K) PS PLAN | CANAL FULTON OH | 257 | $18.3M | $1.2M |
| 6 | BERRIDGE MANUFACTURING COMPANY BERRIDGE MANUFACTURING 401(K) PLAN | SAN ANTONIO TX | 155 | $9.9M | $815K |
| 7 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $807K |
| 8 | SKA CONSULTING ENGINEERS, INC. SKA CONSULTING ENGINEERS, INC. THRIFT SAVINGS PLAN | GREENSBORO NC | 92 | $29.5M | $768K |
| 9 | POLICYLINK POLICYLINK 401(K) PROFIT SHARING PLAN AND TRUST | OAKLAND CA | 96 | $16.1M | $495K |
| 10 | ELME COMMUNITIES ELME COMMUNITIES 401K PLAN | BETHESDA MD | 253 | $28.0M | $491K |
