Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AM FDS Capital World Bond FD R6 Mutual fund in their Schedule of Assets, totaling $19K 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 | GUY & O'NEILL, INC. SHARE IN OUR GROWTH 401(K) PLAN | FREDONIA WI | 284 | $8.4M | $19K |
