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 R5 in their Schedule of Assets, totaling $3.9M 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 | SHIMADZU SCIENTIFIC INSTRUMENTS, INC. SHIMADZU SCIENTIFIC INSTRUMENTS, INC. RETIREMENT PLAN | COLUMBIA MD | 582 | $114.5M | $3.5M |
| 2 | T-SOLUTIONS, INC. T-SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | CHESAPEAKE VA | 353 | $39.8M | $390K |
