Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMFUNDS CAP WRLD GR INC - R5 in their Schedule of Assets, totaling $1.5M 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 | IMS GEAR HOLDING INC IMS GEAR HOLDING INC 401K PLAN & TRUST | GAINESVILLE GA | 448 | $16.9M | $1.0M |
| 2 | DISTRIBUTOR CORP. OF NEW ENGLAND DISTRIBUTOR CORP. OF NEW ENGLAND SUPPLEMENTAL RETIREMENT PLAN | MALDEN MA | 121 | $25.1M | $416K |
| 3 | THERAPY SOUTH, LLC THERAPY SOUTH, LLC 401(K) PLAN |
BIRMINGHAM AL |
| 326 |
| $21.8M |
| $65K |