Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Capital World Bond R6 N/R in their Schedule of Assets, totaling $210K 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 | MERUELO GROUP LLC MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,458 | $124.5M | $198K |
| 2 | CONIFER HOLDINGS, INC. CONIFER HOLDINGS, INC. 401(K) PLAN | TROY MI | 52 | $6.9M | $12K |