Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Party Maturity Value Current Value American Funds Capital World Gr & Inc Mutual Fund in their Schedule of Assets, totaling $591K 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 | BNIM ARCHITECTS INC. BNIM ARCHITECTS INC. PROFIT SHARING PLAN | KANSAS CITY MO | 75 | $17.2M | $591K |
