Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Capital Group Core Bal ETF in their Schedule of Assets, totaling $121K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMCOR FACILITIES SERVICES, INC. ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN | NORWALK CT | 6 | $3.4M | $81K |
| 2 | BUILDING TECHNOLOGY ENGINEERS, INC. BUILDING TECHNOLOGY ENGINEERS, INC. RETIREMENT INCOME PLAN | NORWALK CT | 9 | $1.8M | $41K |
