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 N/A in their Schedule of Assets, totaling $2.7M 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 | CAMPBELL'S AUTO EXPRESS, INC. CAMPBELL'S AUTO EXPRESS, INC. 401(K) PLAN | PITMAN NJ | 113 | $23.1M | $1.4M |
| 2 | ALCONA CITIZENS FOR HEALTH, INC. ALCONA CITIZENS FOR HEALTH, INC. 403(B) PLAN | ALPENA MI | 383 | $17.4M | $882K |
| 3 | OBERG INDUSTRIES, LLC THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC |
FREEPORT PA |
| 693 |
| $116.2M |
| $405K |
