Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Capital World Growth and Income Fund Mutual Fund n/a in their Schedule of Assets, totaling $2.4M 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 | FRANCES MAHON DEACONESS HOSPITAL FMDH 401(K) RETIREMENT PLAN & TRUST | GLASGOW MT | 280 | $32.6M | $1.1M |
| 2 | LANTZ CONSTRUCTION COMPANY LANTZ CONSTRUCTION COMPANY RETIREMENT PLAN | BROADWAY VA | 99 | $16.3M | $631K |
| 3 | KRU LTD. D/B/A FEED ENERGY COMPANY |
PLEASANT HILL IA |
| 123 |
| $10.4M |
| $307K |
| 4 | INTERSTATE ENGINEERING, INC. INTERSTATE ENGINEERING, INC. 401K PROFIT SHARING PLAN | JAMESTOWN ND | 175 | $22.6M | $221K |
| 5 | VALLEY HOSPICE, INC. RETIREMENT PLAN OF VALLEY HOSPICE, INC. | RAYLAND OH | 142 | $4.6M | $133K |
