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, Class R-2 in their Schedule of Assets, totaling $787K 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 | MAZZA MECHANICAL SERVICES, INC. MAZZA MECHANICAL SERV INC 401K PROFIT SHARING PLAN | OLEAN NY | 94 | $10.1M | $787K |
