Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Capital World Bond R2E in their Schedule of Assets, totaling $119K 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 | ADA MOTORS, INC. DBA BURIEN TOYOTA SCION BURIEN TOYOTA/BURIEN CHEVROLET 401(K) PLAN | BURIEN WA | 85 | $10.9M | $91K |
| 2 | RBK, INC. SWP-JPI-LEF-SWD 401(K) PLAN | SYRACUSE IN | 262 | $3.2M | $26K |
| 3 | CUSANO'S ITALIAN BAKERY, INC CUSANO'S BAKERY 401(K) PLAN |
COCONUT CREEK FL |
| 221 |
| $6.1M |
| $2K |
| 4 | TEK-EXPERTS (COLORADO), INC. TEK-EXPERTS (COLORADO) 401(K) PLAN | COLORADO SPRINGS CO | 426 | $3.0M | $686 |
