Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds American Funds Capital World Bond R6 # in their Schedule of Assets, totaling $10.2M 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 | NEWPORT GROUP, INC. ASCENSUS SECURE RETIREMENT POOLED EMPLOYER PLAN | FOLSOM CA | 11,059 | $205.6M | $4.1M |
| 2 | LGE COMMUNITY CREDIT UNION LGE COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | ATLANTA GA | 339 | $41.6M | $1.5M |
| 3 | BARR & BARR, INC. EMPLOYEES' BENEFIT PLAN OF BARR & BARR, INC. |
NEW YORK NY |
| 118 |
| $38.6M |
| $464K |
| 4 | AUDIOCODES, INC. AUDIOCODES, INC. 401(K) PLAN | PISCATAWAY NJ | 176 | $35.4M | $424K |
| 5 | CAPTECH VENTURES, INC. CAPTECH VENTURES, INC. 401(K) PLAN | RICHMOND VA | 994 | $201.2M | $388K |
| 6 | DECISIONHR, INC. DECISIONHR RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL | 13,042 | $66.9M | $387K |
| 7 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $353K |
| 8 | RK STRATMAN, INC. RK STRATMAN, INC. 401(K) PROFIT-SHARING PLAN | WENTZVILLE MO | 91 | $9.0M | $328K |
| 9 | NEXGEN DATA SYSTEMS, INC. NEXGEN DATA SYSTEMS 401(K) PLAN | GOOSE CREEK SC | 226 | $22.8M | $289K |
| 10 | KELLEY KRONENBERG, P.A. KELLEY KRONENBERG 401(K) PROFIT SHARING PLAN | FORT LAUDERDALE FL | 413 | $20.1M | $218K |
