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 & Income Fund Mutual Fund n/a in their Schedule of Assets, totaling $4.3M 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 | NORTHERN OHIO MEDICAL SPECIALISTS, LLC NOMS 401(K) PROFIT SHARING PLAN | SANDUSKY OH | 1,257 | $117.2M | $3.3M |
| 2 | K2 SOLUTIONS INC. K2 SOLUTIONS INC. 401(K) PLAN | SOUTHERN PINES NC | 351 | $4.5M | $993K |
