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-R5 in their Schedule of Assets, totaling $295K 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 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PINEY FLATS TN | 128 | $4.4M | $165K |
| 2 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $130K |
