Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Capital World Growth/Income in their Schedule of Assets, totaling $38.0M 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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $21.5M |
| 2 | METROPOLITAN OPERA ASSOCIATION, INC. THE METROPOLITAN OPERA RETIREMENT SAVINGS PLAN | NEW YORK NY | 859 | $232.1M | $4.6M |
| 3 | NORTH CLINIC, P.A. DBA VOYAGE HEALTHCARE |
BROOKLYN PARK MN |
| 209 |
| $81.9M |
| $2.2M |
| 4 | GRITMAN MEDICAL CENTER GRITMAN MEDICAL CENTER EMPLOYEE RETIREMENT PLAN | MOSCOW ID | 746 | $47.5M | $1.7M |
| 5 | DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. DAVE SYVERSON FORD, LINCOLN, MERCURY, INC. 401(K) SALARY SAVINGS AND RETIREMENT PLAN | ALBERT LEA MN | 142 | $13.3M | $1.2M |
| 6 | SIU PHYSICIANS & SURGEONS SIU P & S RETIREMENT PLAN | SPRINGFIELD IL | 265 | $112.6M | $1.2M |
| 7 | TASTEFULLY SIMPLE, INC. TASTEFULLY SIMPLE, INC. 401(K) PLAN & TRUST | ALEXANDRIA MN | 43 | $15.9M | $1.2M |
| 8 | REDPATH AND COMPANY, LTD. REDPATH AND COMPANY, LTD. 401(K) PROFIT SHARING PLAN | ST. PAUL MN | 228 | $31.2M | $880K |
| 9 | UNITED SOUTHERN BANK UNITED SOUTHERN BANK EMPLOYEES' 401(K) PLAN | UMATILLA FL | 153 | $21.2M | $658K |
| 10 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $553K |
