Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital Inc Bldr R5 in their Schedule of Assets, totaling $2.2M 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 | JOHN BOYD ENTERPRISES INC JOHN BOYD ENTERPRISES INC PROFIT SHARING 401K PLAN & TRUST | SACRAMENTO CA | 134 | $24.2M | $1.2M |
| 2 | PEOPLES BANCORP INC. PEOPLES BANCORP INC. RETIREMENT SAVINGS PLAN | MARIETTA OH | 1,449 | $130.2M | $801K |
| 3 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST |
PITTSBURGH PA |
| 131 |
| $51.8M |
| $128K |
| 4 | BAY AGING BAY AGING 401(K) PLAN | URBANNA VA | 335 | $7.1M | $80K |
| 5 | GASTROINTESTINAL ASSOCIATES, P.C. GASTROINTESTINAL ASSOCIATES, P.C. RETIREMENT PLAN | KNOXVILLE TN | 148 | $25.7M | $31K |
