Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital Income Bldr R4 in their Schedule of Assets, totaling $702K 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 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $304K |
| 2 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $206K |
| 3 | GENETEC USA, INC. |
| — |
| 218 |
| $26.6M |
| $192K |
