Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital Income Pooled separate account in their Schedule of Assets, totaling $409K 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 | HCMC LEGAL, INC. HCMC LEGAL, INC. 401(K) AND RETIREMENT SAVINGS PLAN | NEW YORK NY | 236 | $3.0M | $379K |
| 2 | BERING AIR, INC. BERING AIR, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NOME AK | 169 | $15.6M | $30K |
