Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Capital World Growth and Income Mutual fund in their Schedule of Assets, totaling $80.3M 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 | EBAY INC. EBAY INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 7,067 | $2.0B | $68.0M |
| 2 | PC CONNECTION, INC. CONNECTION EMPLOYEE 401(K) AND PROFIT SHARING PLAN | MERRIMACK NH | 2,596 | $438.8M | $11.7M |
| 3 | BARTS ELECTRIC COMPANY, INC. BARTS ELECTRIC COMPANY, INC. EMPLOYEES 401K PLAN |
PLEASANT VALLEY MO |
| 380 |
| $21.8M |
| $283K |
| 4 | THE BOWEN GROUP THE BOWEN GROUP 401(K) PLAN | CHANTILLY VA | 321 | $4.3M | $155K |
| 5 | KATAHDIN VALLEY HEALTH CENTER KATAHDIN VALLEY HEALTH CENTER SAFE HARBOR 401(K) PLAN | PATTEN ME | 160 | $5.9M | $98K |
| 6 | CONSERVATION LAW FOUNDATION, INC. CLF RETIREMENT PLAN | BOSTON MA | 144 | $18.1M | $35K |
| 7 | MORAVIAN VILLAGE OF BETHLEHEM MORAVIAN VILLAGE OF BETHLEHEM RETIREMENT PLAN | BETHLEHEM PA | 104 | $1.2M | $31K |
