Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital World Growth & Income Mutual fund n/a 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 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $2.4M |
| 2 | CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE NE | 187 | $13.0M | $652K |
| 3 | MADISON COMMUNITY HOSPITAL |
MADISON SD |
| 247 |
| $11.3M |
| $643K |
| 4 | MADISON COMMUNITY HOSPITAL MADISON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MADISON SD | 228 | $12.3M | $626K |
| 5 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $561K |
