Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Capital Income BLDR R5 Registered Investment Company in their Schedule of Assets, totaling $11K 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 | SOAREN MANAGEMENT LLC SOAREN MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | SCOTTSDALE AZ | 96 | $5.2M | $11K |
