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 Mutual Fund NR in their Schedule of Assets, totaling $20.4M 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 | SERCO INC. SERCO INC. 401(K) RETIREMENT PLAN | HERNDON VA | 7,147 | $744.1M | $20.4M |
| 2 | NATIONAL ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN NAEYC RETIREMENT PLAN | WASHINGTON DC | 95 | $25.4M | $24K |
