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 Fund Class R-6 Mutual fund - in their Schedule of Assets, totaling $122K 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 | METRIXLAB US INC METRIXLAB US INC 401(K) PROFIT SHARING PLAN & TRUST | NORWALK CT | 289 | $24.1M | $80K |
| 2 | SURGE OPERATING, LLC SURGE OPERATING, LLC 401(K) PLAN | HOUSTON TX | 156 | $31.9M | $32K |
| 3 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN |
OCEAN CITY MD |
| 398 |
| $14.0M |
| $10K |
