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- R2 in their Schedule of Assets, totaling $297K 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 | HEIGHTS CHRISTIAN SCHOOLS HEIGHTS CHRISTIAN SCHOOL 403(B) PLAN | LA HABRA HEIGHTS CA | 247 | $7.4M | $163K |
| 2 | TRIDENT TRANSPORT, LLC TRIDENT TRANSPORT LLC 401(K) PLAN | CHATTANOOGA TN | 232 | $8.0M | $113K |
| 3 | NORAC USA CORPORATION BAKERLY 401(K) PLAN |
EASTON PA |
| 303 |
| $2.7M |
| $21K |
