Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund-R6 in their Schedule of Assets, totaling $4.7M 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 | KEYSTONE ANESTHESIA CONSULTANTS LTD KEYSTONE ANESTHESIA CONSULTANTS LTD PROFIT SHARING PLAN | BETHEL PARK PA | 86 | $32.5M | $2.1M |
| 2 | NUVISION FEDERAL CREDIT UNION NUVISION FEDERAL CREDIT UNION SAVINGS PLAN | HUNTINGTON BEACH CA | 541 | $69.4M | $1.4M |
| 3 | NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY, INC. |
NASHVILLE TN |
| 139 |
| $28.5M |
| $860K |
| 4 | POSHMARK, INC. POSHMARK, INC. 401(K) PLAN | REDWOOD CITY CA | 490 | $33.4M | $297K |
| 5 | TAIHO CORPORATION OF AMERICA TAIHO CORPORATION OF AMERICA 401(K) PLAN | TIFFIN OH | 227 | $9.4M | $59K |
| 6 | CENTER FOR RESPONSIVE SCHOOLS, INC. CENTER FOR RESPONSIVE SCHOOLS, INC. 403(B) PLAN | TURNERS FALLS MA | 72 | $7.4M | $26K |
