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 R3 in their Schedule of Assets, totaling $508K 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 | VICTORY SOLUTIONS, INC. VICTORY SOLUTIONS, INC. 401(K) PLAN | HUNTSVILLE AL | 114 | $12.2M | $508K |
