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 R4 Mutual Fund in their Schedule of Assets, totaling $812K 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 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $781K |
| 2 | SHAKER AUTO GROUP INC. SHAKER AUTO GROUP INC 401(K) PROFIT SHARING PLAN | WATERTOWN CT | 350 | $8.1M | $31K |
