Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Growth and Income-R5E in their Schedule of Assets, totaling $1.0M 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 | CENTRAL CABLE CONTRACTORS, INC. CENTRAL CABLE CONTRACTORS, INC. 401(K) RETIREMENT SAVINGS PLAN & TRUST | WAUPUN WI | 141 | $22.7M | $981K |
| 2 | NORTHPOINT RECOVERY HOLDINGS LLC NORTHPOINT RECOVERY HOLDINGS PROFIT SHARING/401(K) PLAN | MERIDIAN ID | 353 | $2.6M | $64K |
| 3 | ULE GROUP CORP. |
HAUPPAUGE NY |
| 102 |
| $3.0M |
| $3K |
