Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Capital World Bond R5 N/R in their Schedule of Assets, totaling $90K 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 | DAVE JONES, LLC. DAVE JONES, LLC 401(K) PLAN | MADISON WI | 604 | $37.5M | $90K |
