Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Capital Group**** in their Schedule of Assets, totaling $365.2M 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 | KOHLBERG KRAVIS ROBERTS & CO. L.P. KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 1,627 | $666.2M | $260.4M |
| 2 | DYCOM INDUSTRIES, INC. DYCOM INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 16,855 | $403.3M | $45.4M |
| 3 | PHOENIX CONTACT DEVELOPMENT AND MANUFACTURING, INC. PHOENIX CONTACT EMPLOYEE INVESTMENT PLAN | MIDDLETOWN PA | 1,117 | $169.0M | $21.1M |
| 4 | HCC INSURANCE HOLDINGS, INC. HCC INSURANCE HOLDINGS, INC. 401(K) PLAN | HOUSTON TX | 2,750 | $560.6M | $12.9M |
| 5 | SMITH, ANDERSON, ET AL L.L.P. SMITH, ANDERSON, BLOUNT, DORSETT, MITCHELL & JERNIGAN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $190.5M | $12.8M |
| 6 | CRST EXPEDITED INC CRST EXPEDITED INC D/B/A CRST THE TRANSPORTATION SOLUTION INC PS 401(K) PLAN | CEDAR RAPIDS IA | 4,211 | $100.8M | $5.9M |
| 7 | FLYNN & O'HARA UNIFORMS, INC. FLYNN & O'HARA RETIREMENT PLAN | PHILADELPHIA PA | 234 | $12.4M | $1.5M |
| 8 | ATARAXIS, INC. ATARAXIS, INC. RETIREMENT SAVINGS PLAN | BOISE ID | 1,671 | $34.3M | $1.5M |
| 9 | JONES COMPANIES, LLC JONES COMPANIES 401(K) PLAN | HATTIESBURG MS | 1,199 | $44.2M | $1.2M |
| 10 | STEVENS CONSTRUCTION CORP. STEVENS CONSTRUCTION CORP. 401(K) SAVINGS PLAN | MADISON WI | 243 | $36.3M | $835K |
