Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Capital World Bond - in their Schedule of Assets, totaling $382K 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 | ATLANTIC PHYSICAL THERAPY CENTER ATLANTIC PHYSICAL THERAPY CENTER 401(K) PROFIT SHARING PLAN | SEA GIRT NJ | 237 | $9.4M | $222K |
| 2 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $75K |
| 3 | THE MACOMB GROUP, INC. |
STERLING HEIGHTS MI |
| 635 |
| $52.1M |
| $36K |
| 4 | LARRY ROESCH FAMILY AUTO GROUP LARRY ROESCH FAMILY AUTO GROUP 401(K) PLAN | ELMHURST IL | 124 | $9.4M | $23K |
| 5 | KINNEY MANUFACTURING, LLC KINNEY MANUFACTURING 401(K) PLAN | LINCOLN NE | 175 | $3.9M | $12K |
| 6 | PONY BIRD, INC. PONY BIRD RETIREMENT PLAN | MAPAVILLE MO | 198 | $7.5M | $7K |
| 7 | TECHNICAL ENGINEERING CONSULTANTS TECHNICAL ENGINEERING CONSULTANTS 401(K) | TROY MI | 1,333 | $6.0M | $3K |
| 8 | ENERGY AIR, INC. ENERGY AIR, INC. 401(K) PLAN | ORLANDO FL | 300 | $7.1M | $2K |
| 9 | AMERICAN CUSTOM METAL FABRICATING, INC. AMERICAN CUSTOM METAL FABRICATING, INC. 401(K) PLAN | GREEN BAY WI | 151 | $9.1M | $2K |
