Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Capital Income Builder Fund N/A in their Schedule of Assets, totaling $179K 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 | EXCELACOM, INC. EXCELACOM, INC. 401(K) PLAN | RESTON VA | 64 | $7.4M | $173K |
| 2 | TEN OAKS, LLC TEN OAKS, LLC 401(K) PLAN | STUART VA | 196 | $2.8M | $6K |
