Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Capital Income Builder R3 World Allocation in their Schedule of Assets, totaling $137K 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 | PLAINS HOSPITAL, INC. CLARK FORK VALLEY HOSPITAL 403(B) PLAN | PLAINS MT | 243 | $13.9M | $137K |
