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 Class R-3 Mutual Fund in their Schedule of Assets, totaling $46K 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 | MARTIN TRUCK PARTS & SALES, LLC MARTIN TRUCK PARTS & SALES, LLC 401 (K) RETIREMENT PLAN | LONDON KY | 186 | $8.4M | $24K |
| 2 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $21K |
