Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds Income Portfolio - Conservative Class R6 in their Schedule of Assets, totaling $358K 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 | CREDIT UNION LOAN SOURCE, LLC CREDIT UNION LOAN SOURCE 401(K) PLAN | ALPHARETTA GA | 137 | $12.1M | $358K |
