Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Capital Income Builder- R4 in their Schedule of Assets, totaling $2.0M 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 | MARKETING DISPLAYS, INC. EMPLOYEES' PROFIT SHARING PLAN OF MARKETING DISPLAYS, INC. | FARMINGTON HILLS MI | 98 | $10.8M | $1.1M |
| 2 | TENOVA, INC. TENOVA, INC. 401(K) PLAN | CORAOPOLIS PA | 77 | $36.7M | $552K |
| 3 | SYNECTICS INC. THE SYNECTICS INC. INVESTMENT SAVINGS RETIREMENT PLAN |
CHICAGO IL |
| 212 |
| $5.6M |
| $155K |
| 4 | THE ESCAPE GAME, LLC THE ESCAPE GAME 401(K) PLAN | BRENTWOOD TN | 939 | $5.0M | $91K |
| 5 | CARAVAN FACILITIES MANAGEMENT L.L.C CARAVAN FACILITIES MANAGEMENT UNION 401(K) PLAN | SAGINAW MI | 586 | $6.2M | $28K |
| 6 | COE-BROWN NORTHWOOD ACADEMY COE-BROWN NORTHWOOD ACADEMY TAX-DEFERRED ANNUITY PLAN | NORTHWOOD NH | 131 | $24.9M | $19K |
| 7 | MEDLOGIX, LLC MEDLOGIX 401(K) PLAN | LANSDALE PA | 319 | $27.7M | $18K |
