Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds Capital Income Builder R6 - in their Schedule of Assets, totaling $7.0M 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 | MEMORIALCARE MEDICAL GROUP MEMORIALCARE MEDICAL GROUP SAVINGS AND RETIREMENT PLAN | FOUNTAIN VALLEY CA | 360 | $163.5M | $2.3M |
| 2 | KEYSTONE ANESTHESIA CONSULTANTS LTD KEYSTONE ANESTHESIA CONSULTANTS LTD PROFIT SHARING PLAN | BETHEL PARK PA | 86 | $32.5M | $1.2M |
| 3 | LOGICAL SYSTEMS, LLC |
MEMPHIS TN |
| 304 |
| $73.6M |
| $1.1M |
| 4 | CENTRAL ONE FEDERAL CREDIT UNION CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | SHREWSBURY MA | 133 | $20.8M | $720K |
| 5 | PIUS XI CATHOLIC HIGH SCHOOL PIUS XI CATHOLIC HIGH SCHOOL SAVINGS & RETIREMENT PLAN | MILWAUKEE WI | 68 | $4.1M | $399K |
| 6 | SOLUTIONS MANUFACTURING SOLUTIONS MANUFACTURING 401(K) PLAN | WINDSOR CT | 41 | $16.8M | $344K |
| 7 | COMMUNITY BANCSHARES, INC. COMMUNITY BANCSHARES, INC. 401(K) SAVINGS PLAN & T | MCARTHUR OH | 246 | $22.0M | $306K |
| 8 | BROOKS-TLC HOSPITAL SYSTEM, INC. BROOKS-TLC HOSPITAL SYSTEM, INC. 401(K) RETIREMENT PLAN | DUNKIRK NY | 16 | $4.2M | $125K |
| 9 | CARLEY FOUNDRY, INC CARLEY FOUNDRY, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 205 | $19.9M | $123K |
| 10 | COMMERCIAL FINANCIAL CORP CENTRAL BANK 401(K) PROFIT SHARING PLAN | STORM LAKE IA | 316 | $32.8M | $112K |
