Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds Capital World Growth/Income Fund in their Schedule of Assets, totaling $21.8M 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 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $3.3M |
| 2 | WOLD ARCHITECTS & ENGINEERS WOLD ARCHITECTS & ENGINEERS 401(K) PROFIT SHARING PLAN | SAINT PAUL MN | 350 | $59.3M | $2.9M |
| 3 | LEVI, RAY & SHOUP, INC. |
SPRINGFIELD IL |
| 555 |
| $164.5M |
| $2.6M |
| 4 | LIVESTOCK NUTRITION CENTER, LLC LIVESTOCK NUTRITION CENTER 401(K) PLAN | MEMPHIS TN | 440 | $22.5M | $2.0M |
| 5 | TOWNE PROPERTIES ASSET MANAGEMENT COMPANY, INC. TOWNE RETIREMENT 401(K) PLAN | CINCINNATI OH | 690 | $46.0M | $1.7M |
| 6 | MOORE & GILES MOORE & GILES 401(K) PROFIT SHARING P&T | FOREST VA | 118 | $18.2M | $1.1M |
| 7 | LONG BUILDING TECHNOLOGIES, INC. LONG BUILDING TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LITTLETON CO | 463 | $64.8M | $920K |
| 8 | GRANITE GROUP WHOLESALERS, LLC GRANITE GROUP WHOLESALERS PROFIT SHARING PLAN & TRUST | CONCORD NH | 710 | $65.0M | $881K |
| 9 | QPS, LLC QPS, LLC 401(K) PLAN | NEWARK DE | 359 | $56.0M | $846K |
| 10 | MARIGOLD GROUP, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 475 | $76.7M | $738K |
