Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Research and Mgmt Co Capital Research 040 Retirement Trust in their Schedule of Assets, totaling $142.8M 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 | NOV INC. NOV INC. 401(K) PLAN | HOUSTON TX | 11,339 | $1.6B | $142.8M |
