Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Capital World Bond Fund Mutual fund in their Schedule of Assets, totaling $5.7M 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 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $5.3M |
| 2 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $170K |
| 3 | CAREEN, INC. D/B/A WINDINGS, INC. WINDINGS, INC. 401(K) SALARY SAVINGS & RETIREMENT PLAN |
NEW ULM MN |
| 135 |
| $12.0M |
| $140K |
| 4 | HART BROTHERS CONSTRUCTION DBA AQUATIC TECHNOLOGIES AQUATIC TECHNOLOGIES, INC. EMPLOYEES 401K PLAN | SAN JUAN CAPISTRANO CA | 116 | $5.9M | $73K |
| 5 | 3 ARTS ENTERTAINMENT, INC. 3 ARTS ENTERTAINMENT, INC. 401(K) PLAN | BEVERLY HILLS CA | 61 | $14.0M | $32K |
| 6 | MEDISCA INC. MEDISCA 401(K) RETIREMENT SAVINGS PLAN | PLATTSBURGH NY | 141 | $4.2M | $10K |
| 7 | PUCK CUSTOM ENTERPRISES, INC. PUCK CUSTOM ENTERPRISES, INC. 401(K) PLAN | MANNING IA | 195 | $5.7M | $5K |
| 8 | MAUMEE VALLEY COUNTRY DAY SCHOOL MAUMEE VALLEY COUNTRY DAY SCHOOL DC RETIREMENT PLAN | TOLEDO OH | 125 | $18.6M | $3K |
| 9 | HASTINGS MANAGEMENT COMPANY 401(K) HASTINGS MANAGEMENT COMPANY 401(K) PLAN | HASTINGS NE | 192 | $10.5M | $3K |
| 10 | BIG STEAKS MANAGEMENT, LLC. BIG STEAKS MANAGEMENT, LLC. 401(K) PLAN | PIKESVILLE MD | 260 | $2.7M | $3K |
