Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND A-CLASS in their Schedule of Assets, totaling $264K 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 | PEDIATRIC ACADEMIC ASSOCIATION,INC. PEDIATRIC ACADEMIC ASSOCIATION, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | COLUMBUS OH | 558 | $122.7M | $264K |
