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 & Income R4 # in their Schedule of Assets, totaling $3.1M 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 | GROB SYSTEMS, INC. GROB SYSTEMS, INC. PROFIT SHARING PLAN | BLUFFTON OH | 873 | $100.1M | $3.1M |
| 2 | THE BABY FOLD, INC. THE BABY FOLD 403(B) RETIREMENT SAVINGS PLAN | NORMAL IL | 242 | $13.7M | $82K |
