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 R4 in their Schedule of Assets, totaling $1.6M 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 | BRIDGEWATER HEALTHCARE, INC. BRIDGEWATER HEALTHCARE, INC. 403(B) RETIREMENT PLAN | BRIDGEWATER VA | 478 | $23.2M | $989K |
| 2 | AUXIANT AUXIANT 401(K) RETIREMENT PLAN | CEDAR RAPIDS IA | 161 | $10.5M | $621K |
| 3 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC |
PROVIDENCE RI |
| 634 |
| $99.8M |
| $17K |
