Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Capital Income in their Schedule of Assets, totaling $402K 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 | GLOBITECH, INCORPORATED GLOBAL WAFERS US 401(K) PLAN | SHERMAN TX | 665 | $121.2M | $390K |
| 2 | WELDON, WILLIAMS & LICK, INC. WELDON, WILLIAMS & LICK, INC. 401(K) PLAN | FORT SMITH AR | 137 | $27.2M | $12K |
