Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding John Hancock American Funds Capital World Growth and Income Fund 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 | LIBERTY ELECTRONICS, INC. LIBERTY ELECTRONICS, INC. 401(K) PLAN | FRANKLIN PA | 371 | $12.9M | $813K |
| 2 | UNDERGROUND VAULTS AND STORAGE, INC. UNDERGROUND VAULTS AND STORAGE, INC. 401(K) PROFIT SHARING PLAN | HUTCHINSON KS | 124 | $12.7M | $648K |
| 3 | HIGHLANDS ONCOLOGY GROUP, P.A. |
SPRINGDALE AR |
| 740 |
| $54.0M |
| $408K |
| 4 | DRN ENTERPRISES, INC. DBA ARROW LIFT ACCESSIBILITY ARROW LIFT UNITY RETIREMENT PLAN | DULUTH MN | 123 | $6.1M | $268K |
| 5 | CONTRACTING RESOURCES GROUP, INC. CRG 401(K) PLAN | BALTIMORE MD | 172 | $6.6M | $160K |
| 6 | TECHNOLOGY PARTNERS, LLC TECHNOLOGY PARTNERS, LLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 225 | $16.2M | $88K |
| 7 | WITTE BROTHERS EXCHANGE, INC. WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN | TROY MO | 273 | $10.8M | $8K |
