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 R3 in their Schedule of Assets, totaling $119K 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 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $100K |
| 2 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $19K |
