Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 42 U.S. retirement plans report holding American Funds Capital income builder fund in their Schedule of Assets, totaling $17.6M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $4.4M |
| 2 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN | ALBANY NY | 122 | $36.4M | $3.4M |
| 3 | TAPANI, INC. TAPANI, INC. RETIREMENT SAVINGS PLAN |
BATTLE GROUND WA |
| 620 |
| $47.6M |
| $1.9M |
| 4 | TAPANI PLUMBING, INC. TAPANI PLUMBING, INC. 401(K) RETIREMENT PLAN | BATTLE GROUND WA | 106 | $15.8M | $1.1M |
| 5 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $781K |
| 6 | KING ARTHUR BAKING COMPANY, INC. KING ARTHUR 401(K) PLAN | WHITE RIVER JUNCTION VT | 362 | $34.5M | $666K |
| 7 | JRT MECHANICAL, INC. JRT MECHANICAL, INC. RETIREMENT SAVINGS PLAN | BATTLE GROUND WA | 250 | $17.1M | $620K |
| 8 | HERBRUCK POULTRY RANCH, INC. HERBRUCK POULTRY RANCH, INC. 401(K) PLAN | SARANAC MI | 583 | $15.9M | $553K |
| 9 | MATTRESS WAREHOUSE LLC MATTRESS WAREHOUSE 401(K) RETIREMENT PLAN | FREDERICK MD | 849 | $12.2M | $366K |
| 10 | AMERICAN CAPITAL HOMES, INC. AMERICAN CAPITAL GROUP 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 143 | $6.2M | $330K |
