Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Capital World Growth and Income R3 in their Schedule of Assets, totaling $1.4M 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 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $1.0M |
| 2 | TRIPLE CITIES METAL FINISHING CORPORATION TRIPLE CITIES METAL FINISHING CORPORATION 401(K) PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $5.6M | $169K |
| 3 | KAPPLER, INC. |
GUNTERSVILLE AL |
| 136 |
| $5.2M |
| $117K |
| 4 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $68K |
