Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding AMERICAN FUNDS CAP WLD BOND R6 in their Schedule of Assets, totaling $5.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE MA | 130 | $25.5M | $3.6M |
| 2 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ARLINGTON VA | 300 | $41.0M | $340K |
| 3 | CRYOGENIC INDUSTRIES, INC. CRYOGENIC INDUSTRIES 401(K) PLAN |
TEMECULA CA |
| 854 |
| $63.7M |
| $332K |
| 4 | AAA WESTERN AND CENTRAL NEW YORK AAA WESTERN AND CENTRAL NEW YORK , INC. 401(K) RETIREMENT PLAN | BUFFALO NY | 455 | $51.6M | $185K |
| 5 | SARATOGA HARNESS RACING, INC. SARATOGA GAMING AND RACEWAY 401(K) PLAN | SARATOGA SPRINGS NY | 312 | $21.1M | $149K |
| 6 | LIBERTY ADMIN SERVICES, LLC LIBERTY ADMIN SERVICES, LLC 401(K) RETIREMENT PLAN | MERCER ISLAND WA | 202 | $14.9M | $142K |
| 7 | AZARA HEALTHCARE, LLC. AZARA HEALTHCARE 401K PLAN | BURLINGTON MA | 166 | $10.9M | $141K |
| 8 | SOLID WASTE SERVICES, INC. SOLID WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN | AUDUBON PA | 441 | $27.6M | $106K |
| 9 | JEFFERS, MANN & ARTMAN PEDIATRIC JEFFERS, MANN & ARTMAN PEDIATRIC AND ADOLESCENT MEDICINE, P.A. RE | RALEIGH NC | 149 | $27.2M | $78K |
| 10 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN | JACKSONVILLE FL | 1,573 | $98.2M | $76K |
