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 R6 - in their Schedule of Assets, totaling $4.1M 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 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $1.6M |
| 2 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $921K |
| 3 | FRED HAAS MOTORS, LTD. FRED HAAS INTERESTS 401(K) PLAN |
SPRING TX |
| 545 |
| $19.0M |
| $852K |
| 4 | BRUNO INDEPENDENT LIVING AIDS, INC. BRUNO INDEPENDENT LIVING AIDS, INC. 401(K) PLAN AND TRUST | OCONOMOWOC WI | 409 | $39.1M | $690K |
| 5 | HARTLINE BARGER LLP HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 111 | $33.5M | $68K |
| 6 | PAIN TREATMENT CENTERS OF AMERICA, PLLC PAIN TREATMENT CENTERS OF AMERICA, PLLC 401(K) PROFIT SHARING PLAN | LITTLE ROCK AR | 245 | $5.1M | $16K |
| 7 | USA AUTOMOTIVE PARTNERS, LLC USA AUTOMOTIVE PARTNERS 401K PLAN (FORMERLY CALDWELL COUNTRY 401K PLAN) | CALDWELL TX | 136 | $2.7M | $3K |
