Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Bank and Trust Fundamental Investors in their Schedule of Assets, totaling $921K 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 | CONSULTANT ENGINEERING, INC. CONSULTANT ENGINEERING, INC. 401(K) PLAN | PHOENIX AZ | 343 | $26.0M | $921K |
