Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital Income Builder N/A in their Schedule of Assets, totaling $1.0M 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 | ALCONA CITIZENS FOR HEALTH, INC. ALCONA CITIZENS FOR HEALTH, INC. 403(B) PLAN | ALPENA MI | 383 | $17.4M | $767K |
| 2 | PRUETT'S FOOD, INC. PRUETT'S FOOD 401(K) PLAN | BROKEN BOW OK | 494 | $11.8M | $189K |
| 3 | STUDIES WEEKLY, INC STUDIES WEEKLY 401(K) PLAN |
OREM UT |
| 221 |
| $8.5M |
| $47K |