Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American funds Capital Income Builder-R3 in their Schedule of Assets, totaling $2.5M 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 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $973K |
| 2 | HIRZEL CANNING CO. & FARMS HIRZEL CANNING CO. & FARMS 401(K) RETIREMENT SAVINGS PLAN | NORTHWOOD OH | 136 | $8.3M | $598K |
| 3 | R&M FREIGHT INC. |
BENSENVILLE IL |
| 391 |
| $5.5M |
| $268K |
| 4 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $257K |
| 5 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $126K |
| 6 | ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. ROCKY MOUNTAIN DEVELOPMENT COUNCIL RETIREMENT PLAN AND TRUST | HELENA MT | 119 | $4.3M | $110K |
| 7 | TRIPLE CITIES METAL FINISHING CORPORATION TRIPLE CITIES METAL FINISHING CORPORATION 401(K) PROFIT SHARING PLAN | BINGHAMTON NY | 181 | $5.6M | $66K |
| 8 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $59K |
| 9 | BANKONIT, LLC BANKONIT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 199 | $6.3M | $29K |
| 10 | ELMWOOD OF FREMONT, LTD. ELMWOOD COMMUNITIES 401(K) PLAN | GREEN SPRINGS OH | 238 | $3.5M | $4K |
