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 Registered Investment Company in their Schedule of Assets, totaling $2.1M 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 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $2.1M |
| 2 | SKA INC SKA INC 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 76 | $2.4M | $6K |
