Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Capital Income Bldr R6 Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | WORLD RESOURCES INSTITUTE WORLD RESOURCES INSTITUTE PENSION PLAN | WASHINGTON DC | 670 | $126.8M | $356K |
| 2 | TM ASSOCIATES MANAGEMENT, INC. TM ASSOCIATES MANAGEMENT, INC. EMPLOYEES SAVINGS TRUST | ROCKVILLE MD | 720 | $9.1M | $331K |
| 3 | SCOTTSDALE BIBLE CHURCH SCOTTSDALE BIBLE CHURCH 403(B) PLAN |
SCOTTSDALE AZ |
| 242 |
| $10.0M |
| $250K |
| 4 | ACCUWEATHER, INC. ACCUWEATHER 401(K) PLAN | STATE COLLEGE PA | 387 | $45.9M | $90K |
| 5 | CAMELOT COMMUNITY CARE, INC. CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN | CLEARWATER FL | 1,069 | $10.8M | $79K |
| 6 | ARMSTRONG TRANSPORT GROUP, LLC ARMSTRONG TRANSPORT GROUP RETIREMENT PLAN | CHARLOTTE NC | 291 | $6.8M | $5K |
