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 Mutual fund in their Schedule of Assets, totaling $633K 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 | VAA, LLC VAA, LLC PROFIT SHARING PLAN | PLYMOUTH MN | 249 | $62.2M | $626K |
| 2 | TITMOUSE INC TITMOUSE INC. 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 293 | $12.5M | $7K |
