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 N/A in their Schedule of Assets, totaling $3.5M 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 | CELIA CORPORATION CELIA CORPORATION 401(K) PLAN | SPARTA MI | 472 | $34.5M | $2.5M |
| 2 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN | CHATTANOOGA TN | 246 | $22.0M | $542K |
| 3 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN |
| 494 |
| $11.8M |
| $249K |
| 4 | NEVILLE CHEMICAL COMPANY NEVILLE CHEMICAL COMPANY 401(K) PLAN FOR HOURLY EMPLOYEES | PITTSBURGH PA | 60 | $7.0M | $151K |
| 5 | STUDIES WEEKLY, INC STUDIES WEEKLY 401(K) PLAN | OREM UT | 221 | $8.5M | $59K |
