Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Capital World Growth & Income R4 in their Schedule of Assets, totaling $310K 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 | EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. EASTER SEALS UCP NORTH CAROLINA & VIRGINIA, INC. 403(B) RETIREMENT PLAN | RALEIGH NC | 2,304 | $15.9M | $310K |
