Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding American Funds Capital World Bond R6 - in their Schedule of Assets, totaling $4.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONEONCOLOGY, LLC ONEONCOLOGY, LLC ONEREWARDS RETIREMENT PLAN | NASHVILLE TN | 7,980 | $584.7M | $1.8M |
| 2 | COURIER PLUS, INC. DBA DUTCHIE 401(K) PLAN | BOSTON MA | 361 | $15.1M | $388K |
| 3 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN |
GAYS MILLS WI |
| 131 |
| $6.7M |
| $199K |
| 4 | SANDHILLS GLOBAL, INC. SANDHILLS 401(K) PLAN | LINCOLN NE | 942 | $78.0M | $197K |
| 5 | CAPSTONE INVESTMENT ADVISORS LLC CAPSTONE INVESTMENT ADVISORS LLC 401(K) PLAN | NEW YORK NY | 191 | $28.9M | $174K |
| 6 | NASSCO, INC. NASSCO, INC. PROFIT SHARING AND 401(K) PLAN | NEW BERLIN WI | 165 | $24.8M | $164K |
| 7 | HERITAGE INSURANCE HOLDINGS, INC HERITAGE INSURANCE HOLDINGS, INC. RETIREMENT SAVINGS PLAN | TAMPA FL | 540 | $36.3M | $147K |
| 8 | SPRINTER SERVICES, INC. SPRINTER SERVICES, INC. 401(K) PLAN | GRANDVILLE MI | 255 | $11.5M | $129K |
| 9 | BOCH ENTERPRISES EMPLOYEES' PROFIT SHARING PLAN AND TRUST OF BOCH ENTERPRISES | NORWOOD MA | 187 | $42.3M | $128K |
| 10 | GARDEN STATE VETERINARY SPECIALISTS GARDEN STATE VETERINARY SPECIALISTS 401(K) PLAN | TINTON FALLS NJ | 620 | $17.1M | $95K |
