Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding The American Funds American Funds Capital World Bond R6 Fund in their Schedule of Assets, totaling $283K 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 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $252K |
| 2 | FOUR WINDS, INC. FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN | KATONAH NY | 977 | $42.2M | $30K |
| 3 | NORLYN ENTERPRISES INC NORLYN ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST |
HOUSTON TX |
| 330 |
| $5.5M |
| $2K |
