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 ® Class R-6 Mutual Fund in their Schedule of Assets, totaling $243K 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 | TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND TX | 278 | $16.1M | $127K |
| 2 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN | OCEAN CITY MD | 398 | $14.0M | $63K |
| 3 | CIVIL DESIGN, INC. CDI 401(K) PLAN |
ST. LOUIS MO |
| 144 |
| $12.2M |
| $54K |
