Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds Capital World Bond in their Schedule of Assets, totaling $516K 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 | HAMILTON CARDIOLOGY ASSOCIATES, P.A. HAMILTON CARDIOLOGY ASSOCIATES, P.A. 401(K) PLAN | HAMILTON TOWNSHIP NJ | 87 | $20.4M | $430K |
| 2 | KAUFMAN DOLOWICH,LLP KAUFMAN DOLOWICH,LLP RETIREMENT PLAN | WOODBURY NY | 339 | $44.1M | $84K |
| 3 | WILLIAMS COMPANY MANAGEMENT GROUP |
MAITLAND FL |
| 120 |
| $12.9M |
| $2K |
