Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Capital World Growth/Income Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | UNITED WHOLESALE MORTGAGE, LLC UNITED WHOLESALE MORTGAGE, LLC PROFIT SHARING PLAN AND TRUST | PONTIAC MI | 9,098 | $195.0M | $2.2M |
| 2 | CARDINAL SCALE MANUFACTURING CO. CARDINAL SCALE MANUFACTURING COMPANY 401(K) PLAN | WEBB CITY MO | 255 | $15.5M | $1.4M |
| 3 | DOWN EAST COMMUNITY HOSPITAL |
MACHIAS ME |
| 296 |
| $22.7M |
| $632K |
| 4 | UNITED DAIRY, INC. UNITED DAIRY, INC. 401(K) PLAN | MARTINS FERRY OH | 126 | $11.7M | $228K |
| 5 | EDWARDS BUSINESS MACHINES, INC. EDWARDS BUSINESS SYSTEMS 401K RETIREMENT PLAN | WYOMISSING PA | 134 | $13.6M | $224K |
| 6 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $135K |
| 7 | PRIMARY AIM, LLC PRIMARY AIM, LLC RETIREMENT SAVINGS PLAN | ZANESVILLE OH | 236 | $6.7M | $109K |
| 8 | CENTRAL OHIO MEDICAL TEXTILES DBA COMTEX COMTEX 401(K) RETIREMENT PLAN | COLUMBUS OH | 315 | $7.0M | $27K |
