Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds Capital Inc. Bldr. R6 in their Schedule of Assets, totaling $5.0M 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 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $624K |
| 2 | UNIVERSAL FIBERS, INC. UNIVERSAL FIBERS, INC. ASSOCIATES SAVINGS PLAN | BRISTOL VA | 433 | $24.2M | $587K |
| 3 | BUXTON COMPANY BUXTON COMPANY 401(K) SAVINGS PLAN |
FORT WORTH TX |
| 130 |
| $13.1M |
| $498K |
| 4 | BAILEY & GLASSER PLLC BAILEY & GLASSER 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 156 | $38.0M | $467K |
| 5 | AERODYNE INDUSTRIES LLC AERODYNE INDUSTRIES LLC 401 K PROFIT SHARING PLAN | CAPE CANAVERAL FL | 787 | $70.1M | $390K |
| 6 | AUDUBON NATURE INSTITUTE, INC. SECTION 403(B) RETIREMENT PLAN FOR AUDUBON NATURE INSTITUTE, INC. | NEW ORLEANS LA | 484 | $22.7M | $289K |
| 7 | SWIFT & STALEY INC. SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN | PADUCAH KY | 161 | $14.4M | $262K |
| 8 | AMERICA'S CREDIT UNION, A FEDERAL CREDIT UNION AMERICAS CREDIT UNION, A FEDERAL CREDIT UNION 401(K) SAVINGS PLAN | DUPONT WA | 158 | $15.4M | $262K |
| 9 | OBR COOLING TOWERS, INC. OBR COOLING TOWERS 401K/PROFIT SHARING PLAN | NORTHWOOD OH | 206 | $10.3M | $202K |
| 10 | XTIVIA, INC. XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EDISON NJ | 185 | $32.5M | $158K |
