Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding The American Funds Amer Fund Cap Wld Bnd R6 Fund in their Schedule of Assets, totaling $401K 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 | COUSINS EMPLOYEES, LLC COUSINS PROPERTIES RETIREMENT SAVINGS PLAN | ATLANTA GA | 324 | $51.1M | $239K |
| 2 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN | CHARLESTON MO | 171 | $17.0M | $82K |
| 3 | MPS GROUP, INC. MPS GROUP 401(K) SAVINGS PLAN |
FARMINGTON HILLS MI |
| 839 |
| $25.6M |
| $54K |
| 4 | 777 PARTNERS LLC 777 PARTNERS LLC 401(K) PLAN | MIAMI FL | 859 | $21.1M | $11K |
| 5 | WALPOLE AREA VISITING NURSE ASSOCIATION, INC. WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN | WALPOLE MA | 103 | $4.7M | $8K |
| 6 | MIKE HOOKS, L.L.C. MIKE HOOKS, L.L.C. 401(K) | WEST LAKE LA | 154 | $6.6M | $7K |
