Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Hi-Income Tr R6 Mutual Fund in their Schedule of Assets, totaling $38K 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 | VALVTECHNOLOGIES, INC. VALVTECHNOLOGIES EE'S 401K PS PLAN | HOUSTON TX | 239 | $17.5M | $25K |
| 2 | TRADE TRAINING COMPANY, LLC SONORAN DESERT INSTITUTE 401(K) PLAN | TEMPE AZ | 434 | $4.2M | $13K |
