Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital World Bond Fund R3 in their Schedule of Assets, totaling $235K 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 | STRATEGIC RESOURCES, INC. STRATEGIC RESOURCES, INC.401(K) PROFIT SHARING PLAN | VIENNA VA | 460 | $4.7M | $105K |
| 2 | BANKONIT, LLC BANKONIT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 199 | $6.3M | $66K |
| 3 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN |
PALACIOS TX |
| 1,343 |
| $5.1M |
| $39K |
| 4 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $21K |
| 5 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $5K |
