Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Funds Capital Income Builder Fund - in their Schedule of Assets, totaling $2.0M 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 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $1.2M |
| 2 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | KNOXVILLE TN | 241 | $37.3M | $542K |
| 3 | ROBERTS MARKEL WEINBERG BUTLER HAILEY P.C. |
HOUSTON TX |
| 122 |
| $15.7M |
| $83K |
| 4 | RUNTAL NORTH AMERICA, INC RUNTAL NORTH AMERICA, INC. 401(K) PLAN | WARD HILL MA | 99 | $6.1M | $65K |
| 5 | AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION AKRON POLICE DEPARTMENT VOLUNTARY EMPLOYEE INSURANCE ASSOCIATION | AKRON OH | 360 | $2.9M | $38K |
| 6 | PEPI CORPORATION ALONTI 401(K) PLAN | HOUSTON TX | 214 | $3.8M | $14K |
| 7 | SPARKSOFT CORPORATION SPARKSOFT CORPORATION 401(K) PLAN | CATONSVILLE MD | 328 | $16.7M | $6K |
