Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Capital World Growth and Income Fund Mutual fund in their Schedule of Assets, totaling $9.3M 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 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $4.5M |
| 2 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $2.2M |
| 3 | AXH AIR-COOLERS, LLC AXH AIR-COOLERS 401(K) RETIREMENT PLAN |
| 590 |
| $49.4M |
| $956K |
| 4 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $633K |
| 5 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $307K |
| 6 | CUTLER REPAVING INC CUTLER REPAVING INC 401K PROFIT SHARING PLAN | LAWRENCE KS | 43 | $4.7M | $244K |
| 7 | TURNING POINT COMMUNITY PROGRAMS TURNING POINT COMMUNITY PROGRAMS 401(K) RETIREMENT PLAN | RANCHO CORDOVA CA | 934 | $25.2M | $164K |
| 8 | RPX CORPORATION RPX CORPORATION RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 105 | $30.8M | $157K |
| 9 | MIEDEMA PRODUCE, INC. MIEDEMA PRODUCE, INC. 401K RETIREMENT PLAN | HUDSONVILLE MI | 162 | $10.2M | $139K |
| 10 | SAN JUAN REGIONAL MEDICAL CENTER SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN | FARMINGTON NM | 1,957 | $142.2M | $107K |
