Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Capital Income Builder N/R in their Schedule of Assets, totaling $741K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAVIS MEMORIAL HOSPITAL DAVIS HEALTH SYSTEM 401(K) PROFIT SHARING PLAN | ELKINS WV | 880 | $34.8M | $425K |
| 2 | THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST | CAPE CORAL FL | 197 | $8.7M | $231K |
| 3 | DAVIS HEALTH SYSTEM, INC. DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN |
ELKINS WV |
| 810 |
| $4.2M |
| $77K |
| 4 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $8K |
