Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Capital Income Builder Class R6 " in their Schedule of Assets, totaling $1.4M 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 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $666K |
| 2 | LUCIDWORKS, INC. LUCIDWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 161 | $21.4M | $243K |
| 3 | WILTON BRANDS LLC WILTON BRANDS LLC RETIREMENT PLAN |
| 271 |
| $60.5M |
| $217K |
| 4 | SHK MANAGEMENT, INC. KORMAN COMMUNITIES 401(K) PLAN | PLYMOUTH MEETING PA | 1,233 | $49.3M | $173K |
| 5 | BET INVESTMENTS BET INVESTMENTS 401(K) SAVINGS PLAN | DRESHER PA | 130 | $11.9M | $97K |
| 6 | SPOONER HEALTH SYSTEM SPOONER HEALTH SYSTEM 403(B) PLAN | SPOONER WI | 145 | $18.0M | $28K |
| 7 | WEISS ASSET MANAGEMENT LP WEISS ASSET MANAGEMENT LP 401(K) PROFIT SHARING PLAN | BOSTON MA | 114 | $68.5M | $10K |
| 8 | AMMON ANALYTICAL LABORATORIES AMMON ANALYTICAL LABORATORIES 401(K) PROFIT SHARING PLAN AND TRUST | LINDEN NJ | 49 | $3.1M | $2K |
