Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Capital World Growth and Income Fund® N/R in their Schedule of Assets, totaling $499K 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 | QNB CORP. QNB RETIREMENT SAVINGS PLAN | QUAKERTOWN PA | 201 | $37.1M | $389K |
| 2 | VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT , INC. TAX DEFERRED ANNUITY PLAN OF VISITING NURSE ASSOCIATION OF SOUTHEASTERN CONNECTICUT | WATERFORD CT | 77 | $15.7M | $110K |
