Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital Income Builder Mutual Fund n/a in their Schedule of Assets, totaling $1.5M 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 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $759K |
| 2 | WESTERN ELECTRICITY COORDINATING COUNCIL WESTERN ELECTRICITY COORDINATING COUNCIL 401(K) PLAN | SALT LAKE CITY UT | 169 | $43.8M | $616K |
| 3 | BLOCK 22, LLC |
BOISE ID |
| 171 |
| $5.4M |
| $42K |
| 4 | K2 SOLUTIONS INC. K2 SOLUTIONS INC. 401(K) PLAN | SOUTHERN PINES NC | 351 | $4.5M | $38K |
| 5 | A. C. VROMAN, INC. A. C. VROMAN, INC. PROFIT SHARING PLAN | PASADENA CA | 92 | $1.6M | $1K |
