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 R5E Mutual fund - in their Schedule of Assets, totaling $1.4M 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 | WESTEX BANCORP, INC. THE BANK & TRUST 401K AND PROFIT SHARING PLAN | DEL RIO TX | 153 | $31.0M | $679K |
| 2 | AMPIRICAL SOLUTIONS, LLC AMPIRICAL SOLUTIONS 401(K) PLAN | COVINGTON LA | 420 | $30.2M | $575K |
| 3 | FFKR ARCHITECTS/PLANNERS II FFKR ARCHITECTS/PLANNERS II 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 158 |
| $30.0M |
| $157K |
