Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds Capital Income Builder Mutual fund in their Schedule of Assets, totaling $6.3M 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 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $3.3M |
| 2 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $1.1M |
| 3 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN |
LITITZ PA |
| 436 |
| $26.4M |
| $392K |
| 4 | SCHNEIDER HEATING & AIR CONDITIONING, INC. SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN | ONALASKA WI | 124 | $10.4M | $335K |
| 5 | KATAHDIN VALLEY HEALTH CENTER KATAHDIN VALLEY HEALTH CENTER SAFE HARBOR 401(K) PLAN | PATTEN ME | 160 | $5.9M | $214K |
| 6 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $211K |
| 7 | LOGAN SIMPSON DESIGN INC. LOGAN SIMPSON DESIGN 401(K) PLAN | TEMPE AZ | 162 | $17.2M | $201K |
| 8 | EL CENTRO DE LA RAZA EL CENTRO DE LA RAZA 401(K) PLAN | SEATTLE WA | 152 | $5.4M | $136K |
| 9 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $130K |
| 10 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $60K |
