Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Capital Inc. Bldr R6 Mutual Funds in their Schedule of Assets, totaling $4.1M 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 | J-W POWER COMPANY J-W POWER COMPANY EMPLOYEE PROFIT SHARING TRUST AND 401(K) PLAN | ADDISON TX | 605 | $119.4M | $2.0M |
| 2 | PRESTIGE EMPLOYEE ADMINISTRATORS, INC. PRESTIGE EMPLOYEE ADMINISTRATORS RETIREMENT SAVINGS PLAN | SUNRISE FL | 10,980 | $558.5M | $1.3M |
| 3 | MOWERY CLINIC, L L C |
SALINA KS |
| 107 |
| $44.0M |
| $458K |
| 4 | ADMA BIOLOGICS, INC. ADMA BIOLOGICS, INC. 401(K) PLAN | BOCA RATON FL | 653 | $32.6M | $175K |
| 5 | PATRIOT SOFTWARE COMPANY FOXHIRE / PATRIOT SOFTWARE 401(K) PLAN | CANTON OH | 414 | $17.2M | $168K |
| 6 | TECHSTARS CENTRAL, LLC TECHSTARS 401(K) PLAN | BOULDER CO | 162 | $18.5M | $18K |
