Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Funds Capital Income Builder R6 in their Schedule of Assets, totaling $3.6M 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 | VIRGINIA FAMILY DENTISTRY, P.C. VIRGINIA FAMILY DENTISTRY 401(K)/PROFIT SHARING PLAN AND TRUST | MIDLOTHIAN VA | 353 | $117.1M | $1.3M |
| 2 | ST. PAUL EYE CLINIC, P.A. ST. PAUL EYE CLINIC, P.A. PROFIT SHARING PLAN | WOODBURY MN | 180 | $52.7M | $897K |
| 3 | VELOCITY SOLUTIONS, LLC |
FORT LAUDERDALE FL |
| 109 |
| $19.8M |
| $452K |
| 4 | CYBERCORE TECHNOLOGIES, LLC CYBERCORE TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | ELKRIDGE MD | 140 | $23.2M | $372K |
| 5 | GREEN THUMB INTERNATIONAL INC GREEN THUMB INTERNATIONAL INC PROFIT SHARING PLAN 401(K)-II | CANOGA PARK CA | 231 | $18.0M | $276K |
| 6 | CAVALRY INVESTMENTS, LLC CAVALRY INVESTMENTS, LLC 401(K) PLAN | GREENWICH CT | 280 | $21.3M | $181K |
| 7 | ESPERANZA HEALTH SYSTEMS, LTD DBA LA HACIENDA TREATMENT CENTER ESPERANZA HEALTH SYSTEMS 401(K) PLAN | HUNT TX | 140 | $11.5M | $41K |
| 8 | CM MANAGEMENT, INC. CM MANAGEMENT, INC. 401(K) PLAN | BONITA SPRINGS FL | 346 | $11.2M | $40K |
| 9 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN | ROCKWALL TX | 286 | $4.0M | $37K |
| 10 | OPTIMAL GEO OPTIMAL GEO 401(K) PLAN | ATHENS AL | 0 | $0 | $8K |
