Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 73 U.S. retirement plans report holding American Funds Capital World Bond Fund - in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TAX AIRFREIGHT, INC. TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN | MILWAUKEE WI | 250 | $11.9M | $644K |
| 2 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $437K |
| 3 | PAYCOM PAYROLL, LLC PAYCOM 401(K) PLAN |
OKLAHOMA CITY OK |
| 7,073 |
| $322.4M |
| $422K |
| 4 | CHICAGO TUBE AND IRON COMPANY CHICAGO TUBE AND IRON CO. EMPLOYEES' PROFIT SHARING & 401(K) SAVINGS PLAN | ROMEOVILLE IL | 341 | $59.6M | $346K |
| 5 | HYDROW, INC. HYDROW, INC. 401(K) PLAN | BOSTON MA | 96 | $8.1M | $238K |
| 6 | TRUSTBRIDGE, INC. TRUSTBRIDGE 401(K) PLAN | WEST PALM BEACH FL | 1,076 | $69.6M | $199K |
| 7 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $147K |
| 8 | UNITED SOUTHERN BANK UNITED SOUTHERN BANK EMPLOYEES' 401(K) PLAN | UMATILLA FL | 153 | $21.2M | $136K |
| 9 | AVANCE HEALTH SYSTEMS, INC. AVANCE 401(K) PLAN | DURHAM NC | 754 | $22.4M | $125K |
| 10 | OLIFF PLC OLIFF PLC PROFIT SHARING PLAN | ALEXANDRIA VA | 79 | $87.9M | $122K |
