Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Cap Wld Bd R6 Mutual fund in their Schedule of Assets, totaling $183K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | R3 STRATEGIC SUPPORT GROUP, INC. R3 STRATEGIC SUPPORT GROUP, INC. 401(K) PLAN | SAN DIEGO CA | 198 | $14.0M | $73K |
| 2 | NEW YORK FILM ACADEMY, LTD. NEW YORK FILM ACADEMY, LTD 401K PROFIT SHARING | NEW YORK NY | 1,084 | $15.8M | $61K |
| 3 | RLC ENGINEERING, LLC |
HALLOWELL ME |
| 155 |
| $16.5M |
| $49K |
