Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Growth & Income Fund Registered Investment Company in their Schedule of Assets, totaling $87K 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 | ITALENT CORPORATION ITALENT CORPORATION 401(K) PLAN & TRUST | CAMPBELL CA | 190 | $9.9M | $41K |
| 2 | WAYNE COUNTY ACTION PROGRAM, INC. WAYNE COUNTY ACTION PROGRAM, INC. 403(B) THRIFT PLAN | LYONS NY | 585 | $2.8M | $35K |
| 3 | SOAREN MANAGEMENT LLC SOAREN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST |
SCOTTSDALE AZ |
| 96 |
| $5.2M |
| $11K |
