Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital World Bond Class R6 Mutual fund - in their Schedule of Assets, totaling $665K 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 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $557K |
| 2 | BRIDGE HOUSING CORPORATION BRIDGE HOUSING CORPORATION 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 562 | $46.5M | $55K |
| 3 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN |
PRINCETON NJ |
| 6,381 |
| $31.1M |
| $53K |
