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 Mutual Fund in their Schedule of Assets, totaling $5.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STAFFMARK GROUP LLC STAFFMARK GROUP LLC RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES | CINCINNATI OH | 0 | $56.7M | $2.4M |
| 2 | STAFFMARK GROUP, LLC STAFFMARK GROUP, LLC RETIREMENT SAVINGS PLAN FOR STAFF EMPLOYEES | CINCINNATI OH | 0 | $42.8M | $1.5M |
| 3 | KLINGBERG COMPREHENSIVE PROGRAM SERVICES, INC. |
NEW BRITAIN CT |
| 281 |
| $15.4M |
| $767K |
| 4 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $477K |
| 5 | MAST TRUCKING, INC. MAST TRUCKING, INC. RETIREMENT PLAN | MILLERSBURG OH | 154 | $4.5M | $418K |
| 6 | UNION MUTUAL FIRE INSURANCE COMPANY UNION MUTUAL FIRE INSURANCE COMPANY 401(K) EMPLOYEE SAVINGS PLAN AND TRUST | MONTPELIER VT | 100 | $38.0M | $25K |
