Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Bank and Trust Company American Funds 2035 Target Date Fund R4 N/R in their Schedule of Assets, totaling $4.3M 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 | HURON VALLEY STEEL CORPORATION HURON VALLEY STEEL CORPORATION 401(K) PLAN | TRENTON MI | 191 | $25.2M | $2.5M |
| 2 | FRITZ ENTERPRISES, INC. FRITZ ENTERPRISES, INC. 401(K) PLAN | TRENTON MI | 200 | $27.6M | $1.8M |
