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 R6 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN | GREENEVILLE TN | 722 | $39.5M | $516K |
| 2 | BAESMAN GROUP, INC. BAESMAN GROUP, INC., 401(K) SAVINGS PLAN | HILLIARD OH | 124 | $11.9M | $351K |
| 3 | POSSIBLENOW, INC. POSSIBLENOW, INC. 401(K) PLAN |
DULUTH GA |
| 121 |
| $12.5M |
| $175K |
| 4 | SOUTHVIEW SENIOR LIVING MANAGEMENT LLC SOUTHVIEW SENIOR COMMUNITIES 401(K) PLAN | LILYDALE MN | 451 | $14.2M | $148K |
| 5 | MAB COMMUNITY SERVICES INC. MAB COMMUNITY SERVICES RETIREMENT SAVINGS PLAN | BROOKLINE MA | 607 | $5.3M | $41K |
