Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding AMERICAN FUNDS CAP WLD BOND R6 in their Schedule of Assets, totaling $6.3M 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 | S.M. LORUSSO & SONS, INC. S.M. LORUSSO & SONS, INC. 401(K) PLAN | WALPOLE MA | 130 | $25.5M | $3.6M |
| 2 | GBQ HOLDINGS, LLC GBQ 401(K) & PROFIT SHARING PLAN | COLUMBUS OH | 279 | $53.0M | $468K |
| 3 | FALCONWOOD, INC. FALCONWOOD, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
ARLINGTON VA |
| 300 |
| $41.0M |
| $340K |
| 4 | CRYOGENIC INDUSTRIES, INC. CRYOGENIC INDUSTRIES 401(K) PLAN | TEMECULA CA | 854 | $63.7M | $332K |
| 5 | AAA WESTERN AND CENTRAL NEW YORK AAA WESTERN AND CENTRAL NEW YORK , INC. 401(K) RETIREMENT PLAN | BUFFALO NY | 455 | $51.6M | $185K |
| 6 | SARATOGA HARNESS RACING, INC. SARATOGA GAMING AND RACEWAY 401(K) PLAN | SARATOGA SPRINGS NY | 312 | $21.1M | $149K |
| 7 | LIBERTY ADMIN SERVICES, LLC LIBERTY ADMIN SERVICES, LLC 401(K) RETIREMENT PLAN | MERCER ISLAND WA | 202 | $14.9M | $142K |
| 8 | AZARA HEALTHCARE, LLC. AZARA HEALTHCARE 401K PLAN | BURLINGTON MA | 166 | $10.9M | $141K |
| 9 | MANCINI SLEEP WORLD, INC. MANCINI SLEEP WORLD, INC. 401(K) PLAN | LIVERMORE CA | 142 | $9.9M | $109K |
| 10 | SOLID WASTE SERVICES, INC. SOLID WASTE SERVICES, INC. 401(K) PROFIT SHARING PLAN | AUDUBON PA | 441 | $27.6M | $106K |
