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 Growth and Income Fund (1) in their Schedule of Assets, totaling $1.5M 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 | KNOXVILLE PEDIATRIC ASSOCIATES, P. C. KNOXVILLE PEDIATRIC ASSOCIATES, P.C. 401K PLAN | KNOXVILLE TN | 136 | $51.0M | $1.4M |
| 2 | DEFELICEGROUP, INC. DEFELICEGROUP, INC. RETIREMENT PLAN | WHEELING WV | 528 | $1.2M | $60K |
