Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Capital World Growth & income Fund Mutual Fund in their Schedule of Assets, totaling $6.1M 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 | HEFFERNAN INSURANCE BROKERS HEFFERNAN INSURANCE BROKERS 401(K) PLAN | WALNUT CREEK CA | 782 | $129.7M | $2.2M |
| 2 | AIR HYDRO POWER, LLC. AIR HYDRO POWER, LLC 401(K) PLAN | LOUISVILLE KY | 367 | $43.3M | $1.2M |
| 3 | ELIASSEN GROUP, LLC. ELIASSEN GROUP, LLC 401(K) PLAN |
READING MA |
| 2,790 |
| $137.0M |
| $862K |
| 4 | STRATEGIC CONSULTING SERVICES, INC. STRATEGIC CONSULTING SERVICES, INC. 401(K) PLAN AND TRUST | FEDERAL WAY WA | 134 | $27.6M | $734K |
| 5 | TRABON PRINTING COMPANY, INC. TRABON COMPANIES 401(K) PLAN | KANSAS CITY MO | 117 | $18.4M | $440K |
| 6 | HINES PRECISION INC. HINES PRECISION 401(K) RETIREMENT PLAN | PHILPOT KY | 167 | $29.8M | $262K |
| 7 | DMI TECHNOLOGY CORPORATION DMI 401K RETIREMENT PLAN | PRINCETON IN | 314 | $21.8M | $206K |
| 8 | HUNEEUS VINTNERS LLC HUNEEUS VINTNERS 401K PLAN | ST HELENA CA | 294 | $12.8M | $65K |
| 9 | BARRON HEATING & AIR CONDITIONING, INC. BARRON HEATING & AIR CONDITIONING, INC. 401(K)PROFIT SHARING PLAN | FERNDALE WA | 170 | $10.7M | $61K |
| 10 | AIM SERVICES, INC. AIM SERVICES, INC. 403(B) PLAN | SARATOGA SPRINGS NY | 3,807 | $12.3M | $34K |
