Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds Capital income builder fund in their Schedule of Assets, totaling $27.8M 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $6.4M |
| 2 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $4.4M |
| 3 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN |
ALBANY NY |
| 122 |
| $36.4M |
| $3.4M |
| 4 | PRAIRIE ELECTRIC, INC. PRAIRIE ELECTRIC, INC. PROFIT SHARING AND 401(K) SALARY DEFERRAL PLAN | RIDGEFIELD WA | 437 | $60.6M | $2.5M |
| 5 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 620 | $47.6M | $1.9M |
| 6 | TAPANI PLUMBING, INC. TAPANI PLUMBING, INC. 401(K) RETIREMENT PLAN | BATTLE GROUND WA | 106 | $15.8M | $1.1M |
| 7 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $781K |
| 8 | VIRGIN PULSE, INC. VIRGIN PULSE, INC. 401(K) PLAN | PROVIDENCE RI | 2,337 | $155.8M | $746K |
| 9 | KING ARTHUR BAKING COMPANY, INC. KING ARTHUR 401(K) PLAN | WHITE RIVER JUNCTION VT | 362 | $34.5M | $666K |
| 10 | JRT MECHANICAL, INC. JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 250 | $17.1M | $620K |
