Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Capital Income Bldr R4 in their Schedule of Assets, totaling $674K 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 | COMPLETE OFFICE, LLC COMPLETE OFFICE 401(K) PLAN AND TRUST | GERMANTOWN WI | 1,245 | $73.9M | $542K |
| 2 | BRYLIN HOSPITALS, INC. BRYLIN HOSPITALS, INC. RETIREMENT SAVINGS PLAN | BUFFALO NY | 183 | $6.6M | $132K |