Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World G/I R2 Mutual Fund in their Schedule of Assets, totaling $787K 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 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN | ALPHARETTA GA | 550 | $17.2M | $498K |
| 2 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN | BETTENDORF IA | 215 | $4.7M | $230K |
| 3 | SOUTHEASTERN PNEUMATIC, INC. SOUTHEASTERN PNEUMATIC 401(K) PLAN |
ELLAVILLE GA |
| 87 |
| $3.5M |
| $59K |
