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 Fund-A in their Schedule of Assets, totaling $912K 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 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $736K |
| 2 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. ALBUQUERQUE HEALTH CARE FOR THE HOMELESS 403(B) RETIREMENT PLAN | ALBUQUERQUE NM | 89 | $2.9M | $165K |
| 3 | PATH |
LOS ANGELES CA |
| 1,098 |
| $16.6M |
| $11K |
