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 R5 in their Schedule of Assets, totaling $386K 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 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN | HUNT VALLEY MD | 307 | $27.0M | $296K |
| 2 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $81K |
| 3 | JONI AND FRIENDS |
AGOURA HILLS CA |
| 236 |
| $6.0M |
| $9K |
