Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital World Growth and Income Fund R3 Mutual Fund in their Schedule of Assets, totaling $414K 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 | CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC. 401(K) PLAN | AVON IN | 396 | $16.3M | $405K |
| 2 | ARMY RETIREMENT RESIDENCE FOUNDATION SAN ANTONIO INC. ARMY RESIDENCE COMMUNITY 403B PLAN | SAN ANTONIO TX | 374 | $5.7M | $8K |
