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 Pooled separate account in their Schedule of Assets, totaling $359K 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 | INDIANA HISTORICAL SOCIETY INDIANA HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 67 | $8.4M | $182K |
| 2 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $94K |
| 3 | KENNEBEC BEHAVIORAL HEALTH |
WATERVILLE ME |
| 488 |
| $22.8M |
| $43K |
| 4 | HALDEMAN-HOMME HOLDINGS, INC. HALDEMAN-HOMME 401(K) PLAN | MINNEAPOLIS MN | 299 | $2.6M | $25K |
| 5 | CLEARGOV, INC. CLEARGOV, INC. 401(K) PLAN | MAYNARD MA | 148 | $4.7M | $9K |
| 6 | RADIOLOGY ASSOCIATES OF MACON, P.C. RADIOLOGY ASSOCIATES OF MACON, P.C. 401(K) PROFIT SHARING PLAN | MACON GA | 125 | $56.0M | $6K |
