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 Pooled Separate Account in their Schedule of Assets, totaling $907K 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 | MENTAL HEALTH RESOURCES, INC. MHR RETIREMENT SAVINGS PLAN | ST. PAUL MN | 170 | $16.3M | $857K |
| 2 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $40K |
| 3 | OPCO CA SKILLED MGMT INC. OPCO CA 401(K) PLAN |
LOS ANGELES CA |
| 4,521 |
| $5.8M |
| $10K |
