Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Capital Income Builder Mutual fund in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MONTGOMERYS FURNITURE, INC. MONTGOMERY'S 401(K) PLAN | MADISON SD | 110 | $4.8M | $627K |
| 2 | GRIFFIS BLESSING, INC. GRIFFIS BLESSING, INC. 401(K) PLAN | COLORADO SPRINGS CO | 337 | $11.5M | $149K |
| 3 | ACCESS XP LLC ACCESS XP RETIREMENT PLAN |
| 221 |
| $7.5M |
| $137K |
| 4 | HART BROTHERS CONSTRUCTION DBA AQUATIC TECHNOLOGIES AQUATIC TECHNOLOGIES, INC. EMPLOYEES 401K PLAN | SAN JUAN CAPISTRANO CA | 116 | $5.9M | $133K |
| 5 | SAN JUAN REGIONAL MEDICAL CENTER SAN JUAN REGIONAL MEDICAL CENTER 403(B) PLAN | FARMINGTON NM | 1,957 | $142.2M | $63K |
| 6 | AGATE HOUSING AND SERVICES, INC. AGATE HOUSING AND SERVICES, INC. 401(K) PLAN | MINNEAPOLIS MN | 114 | $2.6M | $24K |
| 7 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $18K |
| 8 | HASTINGS MANAGEMENT COMPANY 401(K) HASTINGS MANAGEMENT COMPANY 401(K) PLAN | HASTINGS NE | 192 | $10.5M | $9K |
| 9 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $5K |
