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 R4 Mutual Fund in their Schedule of Assets, totaling $4.4M 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 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $3.2M |
| 2 | MAYESH WHOLESALE FLORIST, INC. MAYESH WHOLESALE FLORIST, INC. 401(K) PLAN | LOS ANGELES CA | 331 | $29.6M | $1.2M |
