Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds The Income Fund of America in their Schedule of Assets, totaling $8.6M 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 | FRANKLIN PRODUCTS, INC. FRANKLIN PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | TORRINGTON CT | 123 | $26.8M | $4.0M |
| 2 | JEL SERT COMPANY JEL SERT COMPANY INCENTIVE SAVINGS PLAN | WEST CHICAGO IL | 245 | $41.9M | $2.0M |
| 3 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN |
CHAMBERSBURG PA |
| 625 |
| $51.7M |
| $893K |
| 4 | UNITED MEDICAL CENTER UNITED MEDICAL CENTER 403(B) PLAN | EAGLE PASS TX | 380 | $12.4M | $667K |
| 5 | PARTNERS INFORMATION TECHNOLOGY, INC. CALANCE 401(K) PROFIT SHARING PLAN | ANAHEIM CA | 183 | $38.4M | $660K |
| 6 | NUNA BABY ESSENTIALS INC NUNA BABY ESSENTIALS INC 401 K PROFIT SHARING PLAN TRUST | MORGANTOWN PA | 259 | $21.1M | $135K |
| 7 | NORTHSIDE IMPORTS, INC. NORTHSIDE IMPORTS, INC. 401(K) PLAN | LINCOLNWOOD IL | 463 | $15.2M | $120K |
| 8 | DEPOSCO, INC. DEPOSCO, INC. 401(K) PLAN | ALPHARETTA GA | 186 | $13.3M | $102K |
