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 R-6 Mutual fund - in their Schedule of Assets, totaling $1.5M 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 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $1.5M |
