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 Builder-A 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN | WORCESTER MA | 5,561 | $649.7M | $728K |
| 2 | COLBERT PACKAGING CORPORATION COLBERT PACKAGING CORPORATION 401(K) AND PROFIT SHARING PLAN | KENOSHA WI | 266 | $25.0M | $263K |
| 3 | ALBUQUERQUE HEALTH CARE FOR THE HOMELESS, INC. |
ALBUQUERQUE NM |
| 89 |
| $2.9M |
| $44K |
| 4 | SUTTER HEALTH SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN | SACRAMENTO CA | 826 | $153.1M | $33K |
| 5 | PATH PATH CORPORATION 403(B) PLAN | LOS ANGELES CA | 1,098 | $16.6M | $5K |
| 6 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $3K |
