Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding American Funds Capital Inc Bldr R6 American Funds 0 in their Schedule of Assets, totaling $9.5M 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 | FANNING/HOWEY ASSOCIATES, INC. FANNING/HOWEY ASSOC., INC. 401(K) PS PLAN | CELINA OH | 120 | $28.5M | $1.4M |
| 2 | ATLANTIC COAST ATHLETIC CLUB, INC. ATLANTIC COAST ATHLETIC CLUB 401(K) PLAN | LIBERTYVILLE IL | 421 | $18.9M | $1.1M |
| 3 | SOMERO ENTERPRISES INC |
FORT MYERS FL |
| 147 |
| $24.0M |
| $853K |
| 4 | DISTRIBUTION MANAGEMENT, INC. DISTRIBUTION MANAGEMENT, INC. 401(K) PLAN | ST. CHARLES MO | 380 | $32.9M | $810K |
| 5 | COLLEGETOWN BAGELS, INC. COLLEGETOWN BAGELS, INC 401(K) PLAN | ITHACA NY | 111 | $10.5M | $688K |
| 6 | R.F. MACDONALD COMPANY R.F. MACDONALD COMPANY 401(K) RETIREMENT SAVINGS PLAN | HAYWARD CA | 271 | $49.2M | $620K |
| 7 | NOVATECH, L.L.C. NOVATECH, L.L.C. 401(K) PLAN | BETHLEHEM PA | 158 | $42.1M | $408K |
| 8 | JOHNSON & QUIN, INC. JOHNSON & QUIN, INC. RETIREMENT PLAN | NILES IL | 99 | $12.4M | $405K |
| 9 | ZUMBA FITNESS, LLC ZUMBA FITNESS LLC. 401(K) PLAN | HALLANDALE FL | 152 | $23.7M | $404K |
| 10 | VALDES ENGINEERING COMPANY VALDES ENGINEERING COMPANY RETIREMENT PLAN | LOMBARD IL | 152 | $29.3M | $320K |
