Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds Capital World Bond Fund in their Schedule of Assets, totaling $613K 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 | CENERGISTIC, LLC CENERGISTIC, LLC PROFIT SHARING PLAN | DALLAS TX | 154 | $23.4M | $203K |
| 2 | H. B. MAGRUDER MEMORIAL HOSPITAL H. B. MAGRUDER MEMORIAL HOSPITAL 403(B) PLAN | PORT CLINTON OH | 404 | $24.0M | $95K |
| 3 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN |
CLEVELAND OH |
| 102 |
| $32.1M |
| $48K |
| 4 | MINUTEMAN INTERNATIONAL, INC. MINUTEMAN INTERNATIONAL, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | PINGREE GROVE IL | 123 | $10.6M | $44K |
| 5 | BOOTS RETAIL USA, INC. BOOTS RETAIL USA, INC. 401(K) PLAN | CHICAGO IL | 56 | $10.8M | $42K |
| 6 | COMMUNITY HEALTH SERVICES, INC. COMMUNITY HEALTH SERVICES, INC. 401(K) PLAN | HARTFORD CT | 161 | $10.6M | $42K |
| 7 | EMBARRAS RIVER BASIN AGENCY, INC. ERBA EMPLOYEE'S 401(K) PLAN | GREENUP IL | 136 | $4.6M | $41K |
| 8 | NEAL MAST & SON GREENHOUSES, INC. NEAL MAST & SON GREENHOUSES, INC. 401K PLAN | GRAND RAPIDS MI | 104 | $9.3M | $37K |
| 9 | AMERICOLLECT, INC. AMERICOLLECT 401(K) PLAN | MANITOWOC WI | 246 | $12.0M | $36K |
| 10 | CHEYENNE INTERNATIONAL L L C CHEYENNE INTERNATIONAL L L C 401(K) PROFIT SHARING PLAN & TRUST | GROVER NC | 177 | $10.2M | $16K |
