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 R4 " in their Schedule of Assets, totaling $3.6M 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 | WILSON FARM, INC. WILSON FARM PROFIT SHARING AND 401(K) SAVINGS PLAN | LEXINGTON MA | 134 | $21.8M | $2.9M |
| 2 | SYNECTICS INC. THE SYNECTICS INC. INVESTMENT SAVINGS RETIREMENT PLAN | CHICAGO IL | 212 | $5.6M | $399K |
| 3 | VENICE PIER GROUP, INC. VENICE PIER GROUP, INC. EMPLOYEES SAVINGS TRUST |
VENICE FL |
| 230 |
| $7.1M |
| $313K |
