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 R2 Mutual Fund - in their Schedule of Assets, totaling $397K 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 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN | BETTENDORF IA | 215 | $4.7M | $373K |
| 2 | TACOMA GLASS TGM RETIREMENT PLAN | LAKEWOOD WA | 183 | $6.1M | $20K |
| 3 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN |
ALPHARETTA GA |
| 550 |
| $17.2M |
| $4K |
