Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital World G/I R5 Mutual fund in their Schedule of Assets, totaling $2.4M 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 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $1.8M |
| 2 | NATIONAL ELECTRICAL CONTRACTORS ASSN. NATIONAL ELECTRICAL CONTRACTORS ASSN. 401(K) PLAN | WASHINGTON DC | 95 | $23.0M | $562K |
