Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital World Bond R5 American Funds 0 in their Schedule of Assets, totaling $937K 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 | VERMONT ENERGY INVESTMENT CORP. VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN | WASHINGTON DC | 389 | $61.9M | $855K |
| 2 | SCOTT INDUSTRIAL SYSTEMS, INC. SCOTT INDUSTRIAL SYSTEMS INC PROFIT SHARING 401 (K) PLAN | DAYTON OH | 149 | $23.5M | $82K |
