Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds Capital World Bond Fund Mutual fund in their Schedule of Assets, totaling $91.8M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $90.9M |
| 2 | PORT TOWNSEND PAPER CORPORATION PORT TOWNSEND PAPER CORP. RETIREMENT SAVINGS AND INVESTMENT PLAN AND TRUST | PORT TOWNSEND WA | 306 | $63.9M | $283K |
| 3 | GRANITE GROUP WHOLESALERS, LLC |
CONCORD NH |
| 710 |
| $65.0M |
| $164K |
| 4 | QUANTUMSCAPE BATTERY, INC. QUANTUMSCAPE BATTERY, INC. 401(K) PLAN | SAN JOSE CA | 825 | $39.9M | $150K |
| 5 | LINDSAY CONCRETE PRODUCTS CO, INC. LINDSAY/SOUTHERN/FIREBAUGH/STAY RIGHT PRECAST 401(K) PS PLAN | CANAL FULTON OH | 257 | $18.3M | $127K |
| 6 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $61K |
| 7 | TRILLIUM BREWING COMPANY TRILLIUM BREWING COMPANY 401(K) PLAN | CANTON MA | 287 | $3.7M | $42K |
| 8 | SPOKEO INC SPOKEO INC 401(K) PROFIT SHARING PLAN & TRUST | PASADENA CA | 140 | $16.4M | $29K |
| 9 | SAMSON MANAGEMENT SAMSON MANAGEMENT 401(K) SAVINGS PLAN | FOREST HILLS NY | 79 | $21.4M | $27K |
| 10 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $14K |
