Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Capital World Growth & Income R6 Mutual fund in their Schedule of Assets, totaling $10.3M 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 | PRUITTHEALTH, INC. PRUITTHEALTH, INC. EMPLOYEES 401(K) PLAN AND HERO FUND | NORCROSS GA | 20,816 | $267.0M | $6.0M |
| 2 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $3.1M |
| 3 | GASTROENTEROLOGY CONSULTANTS, LTD. |
RENO NV |
| 102 |
| $17.0M |
| $888K |
| 4 | ITS LOGISTICS, LLC ITS LOGISTICS, LLC EMPLOYEE SAVINGS TRUST | SPARKS NV | 691 | $24.0M | $278K |
