Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding American Funds Capital Income Builder ....................................... in their Schedule of Assets, totaling $25.9M 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 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $4.1M |
| 2 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $2.8M |
| 3 | HARTFORD HEALTHCARE CORPORATION |
FARMINGTON CT |
| 4,589 |
| $665.8M |
| $2.0M |
| 4 | ORTHO MONTANA, PSC ORTHO MONTANA, PSC 401K PROFIT SHARING PLAN | BILLINGS MT | 97 | $30.1M | $2.0M |
| 5 | CUMBERLAND FAMILY MEDICAL CENTER CUMBERLAND FAMILY MEDICAL CENTER SAFE HARBOR 401(K) PLAN | BURKESVILLE KY | 972 | $59.7M | $1.3M |
| 6 | AUI, INC. AUI, INC. 401(K) PROFIT SHARING PLAN | ELKTON MD | 256 | $12.4M | $1.3M |
| 7 | TOBII DYNAVOX LLC TOBII DYNAVOX RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 461 | $50.1M | $1.2M |
| 8 | ALDERMAN HOLDING CORPORATION ALDERMAN'S RETIREMENT PLAN | RUTLAND VT | 82 | $12.5M | $1.1M |
| 9 | THE MICHAELS ORGANIZATION, LLC THE MICHAELS ORGANIZATION 401(K) PLAN | CAMDEN NJ | 2,700 | $100.2M | $1.1M |
| 10 | DEPATIE FLUID POWER COMPANY DEPATIE FLUID POWER COMPANY EMPLOYEE 401(K) PLAN | PORTAGE MI | 242 | $15.5M | $993K |
