Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding America Funds Capital World Growth and Income Fund Mutual Fund in their Schedule of Assets, totaling $27K 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 | CURION, LLC CURION, LLC 401(K) PLAN | DEERFIELD IL | 296 | $12.6M | $27K |
