Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Capital Income Builder Registered Investment Company in their Schedule of Assets, totaling $3.7M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $3.3M |
| 2 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $312K |
| 3 | CALIFORNIA OLIVE RANCH INC. |
CHICO CA |
| 142 |
| $5.9M |
| $70K |
| 4 | ROCHE BOBOIS USA LTD ROCHE BOBOIS USA LTD 401(K) PROFIT SHARING PLAN & TRUST | SECAUCUS NJ | 227 | $1.6M | $7K |
| 5 | ALLIANCE FOR A HEALTHIER GENERATION ALLIANCE FOR A HEALTHIER GENERATION 401(K) PLAN | PORTLAND OR | 59 | $13.1M | $5K |
| 6 | FELDCO FACTORY DIRECT, LLC FELDCO 401(K) PLAN | ROSEMONT IL | 276 | $15.8M | $1K |
