Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Capital World Bond Fund R6 " in their Schedule of Assets, totaling $5.9M 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 | ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. ST. CLOUD ORTHOPEDIC ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | SARTELL MN | 133 | $45.5M | $3.3M |
| 2 | ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. ANESTHESIOLOGY CONSULTANTS EXCHANGE, P.C. PROFIT SHARING PLAN | CHATTANOOGA TN | 165 | $122.2M | $810K |
| 3 | LOGICAL SYSTEMS, LLC |
MEMPHIS TN |
| 304 |
| $73.6M |
| $726K |
| 4 | CENTRAL ONE FEDERAL CREDIT UNION COFCU CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | SHREWSBURY MA | 114 | $23.1M | $652K |
| 5 | CENTRAL SPECIALTIES, INC. CENTRAL SPECIALTIES, INC. RETIREMENT SAVINGS PLAN | ALEXANDRIA MN | 407 | $54.9M | $159K |
| 6 | OHIO VALLEY GAS CORPORATION OHIO VALLEY GAS CORPORATION EMPLOYEES' 401(K) PLAN | WINCHESTER IN | 153 | $19.9M | $153K |
| 7 | MARION EYE CENTERS, LTD. MARION EYE CENTERS, LTD., 401K PLAN | MARION IL | 213 | $17.9M | $92K |
| 8 | HARTLINE BARGER LLP HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN | DALLAS TX | 111 | $33.5M | $21K |
| 9 | CAROLINA DAY SCHOOL, INC. CAROLINA DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | ASHEVILLE NC | 187 | $16.2M | $20K |
| 10 | TAIHO CORPORATION OF AMERICA TAIHO CORPORATION OF AMERICA 401(K) PLAN | TIFFIN OH | 227 | $9.4M | $10K |
