Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Capital World Growth Income Fund R6 in their Schedule of Assets, totaling $19.4M 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 | FLEX-N-GATE LLC FLEX-N-GATE CORPORATION 401(K) PLAN | URBANA IL | 7,018 | $405.0M | $14.4M |
| 2 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $3.9M |
| 3 | HUNTER SERVICES, LLC HUNTER SERVICES, LLC RETIREMENT SAVINGS PLAN |
BUTLER PA |
| 776 |
| $85.8M |
| $552K |
| 4 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW GROUP, INC. | NEW BRITAIN CT | 2,339 | $20.7M | $256K |
| 5 | CW RESOURCES, INC. 403(B) THRIFT PLAN FOR CW RESOURCES, INC | NEW BRITAIN CT | 2,205 | $16.4M | $212K |
| 6 | BOUNDARY REGIONAL COMMUNITY HEALTH CENTER, INC. KANIKSU HEALTH SERVICES 401K PLAN | SANDPOINT ID | 183 | $5.1M | $63K |
