Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding American Funds Capital World Growth and Income # in their Schedule of Assets, totaling $10.5M 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 | SPARTAN CHEMICAL COMPANY, INC. SPARTAN CHEMICAL COMPANY, INC. EMPLOYEES PROFIT SHARING AND 401(K) PLAN | MAUMEE OH | 326 | $63.2M | $3.6M |
| 2 | PINNACLE ACTUARIAL RESOURCES, INC. PINNACLE ACTUARIAL RESOURCES, INC. 401(K) PROFIT-SHARING PLAN & TRUST | BLOOMINGTON IL | 95 | $41.2M | $1.4M |
| 3 | ALDERMAN HOLDING CORPORATION |
RUTLAND VT |
| 82 |
| $12.5M |
| $1.1M |
| 4 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $953K |
| 5 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $878K |
| 6 | INTERSIGN CORPORATION INTERSIGN CORPORATION PROFIT SHARING PLAN | CHATTANOOGA TN | 195 | $12.5M | $788K |
| 7 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $598K |
| 8 | FRIENDSHIP SENIOR OPTIONS, NFP FRIENDSHIP SENIOR OPTIONS, NFP 401K SAVINGS & RETIREMENT PLAN | SCHAUMBURG IL | 721 | $15.9M | $317K |
| 9 | VILLAGE ASSOCIATES INC. VILLAGE ASSOCIATES INC. 401(K) PLAN AND TRUST | PULASKI WI | 321 | $29.9M | $181K |
| 10 | CARTER-HASTON REAL ESTATE SERVICES, INC. CARTER-HASTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN | NASHVILLE TN | 413 | $5.2M | $155K |
