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 R5 in their Schedule of Assets, totaling $3.3M 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 | PRESENCE MARKETING, LLC PRESENCE MARKETING, LLC RETIREMENT PLAN | SOUTH BARRINGTON IL | 430 | $55.5M | $3.2M |
| 2 | ATLANTIC MEDICAL MANAGEMENT, LLC ATLANTIC MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE NC | 307 | $14.5M | $74K |
