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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN | WALNUT CREEK CA | 359 | $23.5M | $986K |
| 2 | VIRGINIA NATIONAL BANKSHARES CORPORATION VIRGINIA NATIONAL BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 156 | $18.8M | $435K |
