Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund Mutual Fund NR in their Schedule of Assets, totaling $1.8M 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 | GRAYSON & ASSOCIATES, P.C. GRAYSON & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VESTAVIA HILLS AL | 86 | $24.7M | $625K |
| 2 | AG LLC CYBERPOINT INTERNATIONAL, LLC 401(K) PLAN | COLUMBIA MD | 45 | $24.1M | $502K |
| 3 | ADISSEO USA, INC. ADISSEO USA, INC. 401(K) PLAN |
ALPHARETTA GA |
| 75 |
| $21.6M |
| $499K |
| 4 | APPRIO, INC. APPRIO, INC. 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 156 | $10.1M | $99K |
| 5 | THINK SYSTEMS, INC. THINK SYSTEMS, INC. 401(K) PLAN | TIMONIUM MD | 139 | $7.1M | $71K |
