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 NEW PERSPECTIVE in their Schedule of Assets, totaling $775K 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 | ALCHEMER LLC ALCHEMER 401(K) PLAN | LOUISVILLE CO | 176 | $17.1M | $604K |
| 2 | BLUE MANTIS, INC BLUE MANTIS, INC 401K PLAN | PORTSMOUTH NH | 302 | $32.6M | $171K |
