Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American Funds Capital World Bond Fund - in their Schedule of Assets, totaling $3.4M 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 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $437K |
| 2 | PAYCOM PAYROLL, LLC PAYCOM 401(K) PLAN | OKLAHOMA CITY OK | 7,073 | $322.4M | $422K |
| 3 | CHICAGO TUBE AND IRON COMPANY CHICAGO TUBE AND IRON CO. EMPLOYEES' PROFIT SHARING & 401(K) SAVINGS PLAN |
ROMEOVILLE IL |
| 341 |
| $59.6M |
| $346K |
| 4 | HYDROW, INC. HYDROW, INC. 401(K) PLAN | BOSTON MA | 96 | $8.1M | $238K |
| 5 | TRUSTBRIDGE, INC. TRUSTBRIDGE 401(K) PLAN | WEST PALM BEACH FL | 1,076 | $69.6M | $199K |
| 6 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $147K |
| 7 | UNITED SOUTHERN BANK UNITED SOUTHERN BANK EMPLOYEES' 401(K) PLAN | UMATILLA FL | 153 | $21.2M | $136K |
| 8 | AVANCE HEALTH SYSTEMS, INC. AVANCE 401(K) PLAN | DURHAM NC | 754 | $22.4M | $125K |
| 9 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $122K |
| 10 | SHAMROCK ENVIRONMENTAL CORPORATION SHAMROCK ENVIRONMENTAL CORPORATION RETIREMENT PLAN | BROWNS SUMMIT NC | 292 | $10.3M | $113K |
