Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Capital World Growth and Income Fund " in their Schedule of Assets, totaling $3.8M 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 | STRATUS TEAM, LLC STRATUS TEAM, LLC 401(K) PLAN | MOON TOWNSHIP PA | 440 | $38.2M | $1.8M |
| 2 | CREARE LLC CREARE 401(K) SAVINGS AND RETIREMENT PLAN AND TRUST | HANOVER NH | 208 | $57.7M | $855K |
| 3 | JKT GAMING, INC. DBA 7 CEDARS 7 CEDARS 401(K) PLAN |
SEQUIM WA |
| 560 |
| $12.7M |
| $529K |
| 4 | INTERNATIONAL MARINE PRODUCTS, INC INTERNATIONAL MARINE PRODUCTS RETIREMENT PLAN | LOS ANGELES CA | 106 | $6.9M | $188K |
| 5 | PACIFIC AUTOMOTIVE GROUP, LLC PACIFIC AUTOMOTIVE GROUP 401(K) PLAN | DALY CITY CA | 120 | $9.6M | $139K |
| 6 | GLOBAL FACILITY MANAGEMENT & CONSTRUCTION, INC. GLOBAL FACILITY MANAGEMENT & CONSTRUCTION 401(K) PROFIT SHARING PLAN | MELVILLE NY | 112 | $8.7M | $98K |
| 7 | OAKLEY INDUSTRIES SUB ASSEMBLY DIVISION, INC. OAKLEY RETIREMENT PLAN | FLINT MI | 139 | $10.3M | $79K |
| 8 | BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL BEDFORD STUYVESANT NEW BEGINNINGS CHARTER SCHOOL 401(K) RETIREMENT PLAN | BROOKLYN NY | 106 | $4.7M | $66K |
| 9 | TRIDENT TECHNICAL SOLUTIONS, LLC DBA ARDENT EAGLE SOLUTIONS AES 401(K) PLAN | TAMPA FL | 229 | $4.0M | $22K |
| 10 | VERO FOODS, LLC VERO FOODS, LLC/COURAGE PRODUCTIONS,LLC 401(K) PLAN | FAIRFIELD CA | 133 | $7.9M | $12K |
