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 R4 American Funds 0 in their Schedule of Assets, totaling $63K 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 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $33K |
| 2 | NEWPORT INDUSTRIES, INC. NEWPORT INDUSTRIES, INC. 401(K) PLAN | ROLLING MEADOWS IL | 126 | $23.5M | $27K |
| 3 | UNITED HOMES GROUP, INC. |
CHAPIN SC |
| 192 |
| $6.1M |
| $2K |
| 4 | GREAT SOUTHERN HOMES, INC. GREAT SOUTHERN HOMES 401(K) PLAN | IRMO SC | 205 | $1.5M | $1K |
