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 Growth And Income Class R6 in their Schedule of Assets, totaling $2.0M 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 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $1.4M |
| 2 | BATTERIES PLUS, LLC BATTERIES PLUS, LLC 401(K) PLAN | HARTLAND WI | 1,015 | $41.1M | $473K |
| 3 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN |
FORT WAYNE IN |
| 192 |
| $4.5M |
| $163K |
