Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds Capital World Bond Fund Class R-6 in their Schedule of Assets, totaling $814K 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 | CENTERBRIDGE PARTNERS, L.P. CENTERBRIDGE PARTNERS, L.P. INCENTIVE SAVINGS TRUST | NEW YORK NY | 257 | $130.1M | $444K |
| 2 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $242K |
| 3 | NXGEN MDX NXGEN MDX 401(K) PROFIT SHARING PLAN |
GRAND RAPIDS MI |
| 58 |
| $2.7M |
| $94K |
| 4 | DJI TECHNOLOGY INC DJI TECHNOLOGY INC 401(K) PROFIT SHARING PLAN & TRUST | BURBANK CA | 114 | $7.3M | $23K |
| 5 | UNIVERSITY AT BUFFALO SURGEONS, INC UNIVERSITY AT BUFFALO SURGEONS, INC. RETIREMENT PLAN | BUFFALO NY | 125 | $32.6M | $12K |
