Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s American Funds American Funds Capital World Bond-R6 in their Schedule of Assets, totaling $440K 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 | BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 113 | $22.9M | $345K |
| 2 | BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP 401(K) PLAN | NEW YORK NY | 181 | $34.8M | $82K |
| 3 | BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP |
NEW YORK NY |
| 97 |
| $13.3M |
| $12K |
