Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Capital World Growth & Income R6 # in their Schedule of Assets, totaling $164.0M 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 | BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TR PIPE TRADES SERVICES MN PENSION SUPPLEMENT FUND | WHITE BEAR LAKE MN | 5,912 | $1.8B | $123.0M |
| 2 | CAPGEMINI AMERICA, INC. CAPGEMINI SAFE HARBOR 401(K) PLAN | NEW YORK NY | 11,267 | $2.5B | $32.3M |
| 3 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. |
CHATTANOOGA TN |
| 165 |
| $122.2M |
| $5.3M |
| 4 | PHILADELPHIA UNIVERSITY PHILADELPHIA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | PHILADELPHIA PA | 529 | $137.6M | $2.0M |
| 5 | FEDERAL SCREW WORKS FEDERAL SCREW WORKS 401(K) SAVINGS PLAN | ROMULUS MI | 193 | $14.3M | $606K |
| 6 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $492K |
| 7 | EMPLOYEE BENEFITS CORPORATION EMPLOYEE BENEFITS CORPORATION 401(K) PLAN AND TRUST | MADISON WI | 164 | $23.5M | $302K |
