Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The American Funds American Funds Capital World Growth and Income R3 Fund in their Schedule of Assets, totaling $938K 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 | DYNAMIC AVIATION GROUP, INC. DYNAMIC AVIATION GROUP, INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER VA | 486 | $44.8M | $938K |
