Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds Capital World Bond R6 Mutual fund – in their Schedule of Assets, totaling $3.6M 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 | FAMOUS ENTERPRISES, INC. FAMOUS ENTERPRISES, INC. EMPLOYEE SAVINGS 401(K) PLAN | AKRON OH | 948 | $44.3M | $1.3M |
| 2 | FLORIDA PEDIATRIC ASSOCIATES, LLC FLORIDA PEDIATRIC ASSOCIATES 401(K) PROFIT SHARING PLAN | ST. PETERSBURG FL | 233 | $47.7M | $328K |
| 3 | BURKES MECHANICAL, INC. |
BRENT AL |
| 617 |
| $27.7M |
| $264K |
| 4 | DIGERONIMO DIGERONIMO COMPANIES RETIREMENT SAVINGS TRUST AND PLAN | INDEPENDENCE OH | 681 | $75.9M | $216K |
| 5 | ROCKY MOUNTAIN NATURAL MEATS LLC ROCKY MOUNTAIN NATURAL MEATS LLC 401(K) PROFIT SHARING PLAN AND TRUST | HENDERSON CO | 214 | $8.9M | $203K |
| 6 | MERUELO ENTERPRISES, INC. MERUELO GROUP 401(K) PLAN AND TRUST | DOWNEY CA | 3,047 | $87.9M | $183K |
| 7 | MISSION LINEN SUPPLY MISSION LINEN SUPPLY SALARY SAVINGS PLAN | SANTA BARBARA CA | 922 | $72.8M | $155K |
| 8 | ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION ABBOTT, STRINGHAM & LYNCH ACCOUNTANCY CORPORATION 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 104 | $31.7M | $124K |
| 9 | HAWK RIDGE SYSTEMS HAWK RIDGE SYSTEMS LLC 401(K) PROFIT SHARING PLAN & TRUST | MOUNTAIN VIEW CA | 372 | $22.8M | $112K |
| 10 | BARRY'S BOOTCAMP HOLDINGS, LLC BARRY'S BOOTCAMP HOLDINGS, LLC 401(K) PLAN | MIAMI FL | 946 | $6.6M | $102K |
