Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Capital Income Builder R6 Fund Mutual fund 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 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN | WALNUT CREEK CA | 359 | $23.5M | $918K |
| 2 | EQUISOFT INC EQUISOFT INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 134 | $16.1M | $315K |
| 3 | MDW ASSOCIATES, LLC MDW ASSOCIATES 401(K) PLAN |
| 228 |
| $18.8M |
| $35K |
