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- R4 in their Schedule of Assets, totaling $1.6M 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 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $1.3M |
| 2 | THE ESCAPE GAME, LLC THE ESCAPE GAME 401(K) PLAN | BRENTWOOD TN | 939 | $5.0M | $224K |
| 3 | CME ASSOCIATES, INC. CME ASSOCIATES, INC. RETIREMENT SAVINGS PLAN |
| 101 |
| $6.0M |
| $29K |
| 4 | LEWIS C HOWARD, INC. LEWIS C HOWARD PROFIT SHARING PLAN | KALAMAZOO MI | 122 | $30.9M | $24K |
