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 in their Schedule of Assets, totaling $1.9M 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 | BALLUFF, INC. BALLUFF, INC. 401(K) PROFIT SHARING PLAN | FLORENCE KY | 152 | $34.4M | $1.1M |
| 2 | FISHER AND THOMPSON FISHER AND THOMPSON, INC. 401(K) TRUST | LEOLA PA | 145 | $8.7M | $437K |
| 3 | VALLENCOURT CONSTRUCTION COMPANY, INC. VALLENCOURT CONSTRUCTION COMPANY, INC. 401(K) PROFIT SHARING PLAN |
GREEN COVE SPRINGS FL |
| 394 |
| $5.3M |
| $206K |
| 4 | ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS, INC. ROCKY MOUNTAIN UNIVERSITY OF HEALTH PROFESSIONS 401(K) & PROFIT SHARING PLAN | PROVO UT | 282 | $14.3M | $78K |
| 5 | TRANSPORT REFRIGERATION INC. TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN | DE PERE WI | 631 | $12.0M | $62K |
| 6 | MENTOR TECHNICAL GROUP CORP. MENTOR TECHNICAL GROUP CORP. PROFIT SHARING AND SAVINGS PLAN | CAGUAS PR | 482 | $6.3M | $49K |
| 7 | BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL 401(K) RETIREMENT PLAN | BROOKLYN NY | 106 | $4.7M | $35K |
