Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Cap Wd Bd R6 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | CONFERENCE OF STATE BANK SUPERVISOR CONFERENCE OF STATE BANK SUPERVISORS SAFE HARBOR 401(K) PLAN | WASHINGTON DC | 156 | $52.0M | $315K |
| 2 | KOKI HOLDINGS AMERICA LTD. KOKI HOLDINGS AMERICA LTD. PROFIT SHARING | BRASELTON GA | 253 | $32.1M | $242K |
| 3 | CENERGISTIC, LLC |
DALLAS TX |
| 154 |
| $23.4M |
| $203K |
| 4 | RUGGERI-JENSEN-AZAR RUGGERI-JENSEN-AZAR 401(K) RETIREMENT PLAN | PLEASANTON CA | 84 | $41.3M | $176K |
| 5 | MAI WEALTH MANAGEMENT, INC. MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN | INDEPENDENCE OH | 503 | $67.7M | $157K |
| 6 | BUILTWELL BANCORP INC. BUILTWELL BANCORP INC. 401(K) PLAN | CHATTANOOGA TN | 246 | $22.0M | $78K |
| 7 | ODYSSEY SPACE RESEARCH, L.L.C. ODYSSEY SPACE RESEARCH, L. L. C. 401(K) PLAN | HOUSTON TX | 152 | $24.7M | $71K |
| 8 | SUBARU OF PUYALLUP INC HARNISH AUTO FAMILY RETIREMENT PLAN | PUYALLUP WA | 365 | $12.5M | $23K |
