PlanOptica
American Funds

Capital World Bond Fund Class A

Ticker CWBFX · Mutual fund · Share class: Class ARetail / revenue sharing

Matched by tickerMatch to checkAll Capital Group fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
34
4 with $250K or more
Dollars held
$9.8M
69,828 of 69,862 plans with fund lines hold none
Median per plan
$22K
Share of their fund dollars
0.4%

Same fund, other share classes

157 plans hold a costlier class of this fund than the cheapest class held in the data.

ClassCost tierPlansDollars
Class R6RCWGXLow cost412$93.7M
Class A (this page)CWBFXRetail / revenue sharing34$9.8M
Class R4RCWEXMid cost43$5.0M
Class R3RCWCXRetail / revenue sharing58$2.8M
Class R5RCWFXLow cost17$2.4M
Class R5ERCWHXLow cost22$1.1M
Class R2RCWBXRetail / revenue sharing21$669K
Capital World Bond Fund Class R-2ERCEBXNot stated7$233K
Capital World Bond Fund Class F-1WBFFXNot stated1$16K
Class R1RCWAXRetail / revenue sharing1$7K

Plans adding and dropping it, 2024 to 2025

Added
1 plan
$1.8M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Plans that added it in 2025
PlanYear-end value
Kyocera Industrial Tools, Inc. 401(k) Plan$50M-$250M$1.8M

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold Capital World Bond Fund Class A

The largest 10 plans in each list.

Leith, Inc. 401(k) Profit Sharing Plan$155M plan · Leith, LLC, NC · Capital Group$6.1M
Kyocera Industrial Tools, Inc. 401(k) Plan$108M plan · Southerncarlson, Inc., NE · T. Rowe Price$1.8M
Western Electricity Coordinating Council 401(k) Plan$50.9M plan · Western Electricity Coordinating Council, UT · Fidelity (FMR)$441K
Capitol Machinery Company Defined Benefit Plan$12.5M plan · Altorfer, Inc., IA · Not identified$283K
Port City Logistics, Inc. 401(k) Profit Sharing Plan$6.3M plan · Port City Logistics, Inc., GA · Empower$196K
Newtown Savings Bank Employees' 401(k) Savings Plan$37.2M plan · Newtown Savings Bank, CT · USI Insurance Services$177K
Dynax America 401(k) Plan$18.9M plan · Dynax America Corporation, VA · CPI Qualified Plan Consultants$132K
Rizzo International, Inc. 401(k) Profit Sharing Plan$17.1M plan · Rizzo International, Inc., PA · Ascensus$129K
Hartford Healthcare 403(b) Plan$673M plan · Hartford Healthcare Corporation, CT · Fidelity (FMR)$109K
Neighborhood Health Employees Savings Plan$18.9M plan · Neighborhood Health, VA · ADP$71K

Plans whose filed schedule lists Capital World Bond Fund Class A.

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How the filings spell it

Show 8 names seen in the filings
  • American Funds AF Capital World Bond Fund
  • American Funds Capital World Bond
  • American Funds Capital World Bond Fund
  • American Funds Capital World Bond Fund A
  • American Funds Capital World Bond Fund Class A
  • Capital World Bond
  • Capital World Bond Fund
  • Capital World Bond Fund A