Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Capital World Bond R6 Fund Mutual fund in their Schedule of Assets, totaling $592K 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 | WESTERN MANAGEMENT, INC. WESTERN MANAGEMENT, INC. PROFIT SHARING & 401(K) PLAN | BROOK PARK OH | 315 | $18.4M | $333K |
| 2 | AMPERE COMPUTING LLC AMPERE COMPUTING 401(K) PLAN | SANTA CLARA CA | 735 | $84.1M | $105K |
| 3 | WEST YOST & ASSOCIATES, INC. WEST YOST & ASSOCIATES PROFIT SHARING 401(K) PLAN |
DAVIS CA |
| 227 |
| $51.2M |
| $105K |
| 4 | CHAPMAN HEALTH CARE CENTER, INC CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN | ALEXANDER CITY AL | 743 | $4.9M | $15K |
| 5 | BANKWELL FINANCIAL GROUP, INC. BANKWELL FINANCIAL GROUP, INC. AND ITS SUBSIDIARIES AND AFFILIATES 401(K) PLAN | NEW CANAAN CT | 145 | $14.3M | $13K |
| 6 | CHAPMAN HEALTHCARE CENTER, INC CHAPMAN & PRIME 401(K) PROFIT SHARING PLAN | ALEXANDER CITY AL | 690 | $3.5M | $10K |
| 7 | MCC, INC. MCC, INC. 401(K) SALARY REDUCTION PLAN | GREENFIELD MN | 102 | $8.2M | $10K |
