Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Capital Income Builder-R5 in their Schedule of Assets, totaling $1.3M 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 | EDUCATIONAL MEDIA FOUNDATION EDUCATIONAL MEDIA FOUNDATION 401(K) PLAN | ROCKLIN CA | 505 | $47.9M | $615K |
| 2 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | PINEY FLATS TN | 128 | $4.4M | $366K |
| 3 | THE PADUCAH BANK & TRUST COMPANY, INC. |
PADUCAH KY |
| 144 |
| $39.4M |
| $199K |
| 4 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $63K |
| 5 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $10K |
