Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Income Fnd R3 Registered Investment Company in their Schedule of Assets, totaling $877K 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 | CITIZENS TRUST BANK CITIZENS TRUST BANK 401(K) RETIREMENT PLAN | ATLANTA GA | 128 | $10.3M | $561K |
| 2 | ACUATIVE CORPORATION ACUATIVE CORPORATION 401(K) PLAN | FAIRFIELD NJ | 336 | $37.6M | $298K |
| 3 | INDIAN SUMMER CO-OP, INC. INDIAN SUMMER CO-OP, INC. 401K PROFIT SHARING PLAN |
LUDINGTON MI |
| 487 |
| $3.4M |
| $18K |
