Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Growth and Income R6 Mutual Fund in their Schedule of Assets, totaling $9.8M 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 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $7.5M |
| 2 | STOWERS MACHINERY CORPORATION STOWERS MACHINERY CORPORATION 401(K) PLAN | KNOXVILLE TN | 500 | $87.4M | $1.4M |
| 3 | HILL & SMITH GROUP HOLDINGS, INC. |
COLUMBUS OH |
| 1,633 |
| $72.3M |
| $989K |
