Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital Inc Bldr R4 Mutual Fund in their Schedule of Assets, totaling $473K 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 | PELLI CLARKE & PARTNERS PELLI CLARKE & PARTNERS SECTION 401(K) PLAN | NEW HAVEN CT | 71 | $20.2M | $262K |
| 2 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $186K |
| 3 | MALCOLM DRILLING CO., INC. MALCOLM DRILLING CO., INC. PSP/401K PLAN |
SAN FRANCISCO CA |
| 234 |
| $71.5M |
| $25K |
