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 R4 in their Schedule of Assets, totaling $747K 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 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $697K |
| 2 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $49K |
