Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Capital World Growth and Income R5 Mutual Fund in their Schedule of Assets, totaling $612K 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 | INTERNATIONAL FUND FOR ANIMAL WELFARE, INC. IFAW 401(K) PLAN | YARMOUTH PORT MA | 135 | $38.6M | $612K |
