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 & Inc R4 Mutual fund in their Schedule of Assets, totaling $170K 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 | CAPITAL MANAGEMENT SERVICES, LP CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN | BUFFALO NY | 661 | $15.7M | $170K |
