Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Income Fnd R6 Registered investment company in their Schedule of Assets, totaling $5.3M 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 | COMMUNITY FIRST CREDIT UNION OF COMMUNITY FIRST CREDIT UNION OF FLORIDA SALARY SAVINGS PLAN | JACKSONVILLE FL | 421 | $26.4M | $1.9M |
| 2 | VIRGINIA EAGLE DISTRIBUTING CO., LLC VIRGINIA EAGLE DISTRIBUTING 401(K) PLAN | VERONA VA | 403 | $33.9M | $1.2M |
| 3 | DESIGN WORKSHOP, INC. |
DENVER CO |
| 161 |
| $29.3M |
| $782K |
| 4 | NATIONAL GALVANIZING, L.P. NATIONAL GALVANIZING, L.P. PROFIT SHARING AND SAVINGS PLAN | ELK GROVE VILLAGE IL | 110 | $10.3M | $506K |
| 5 | THE CIGARETTE STORE LLC CIGARETTE STORE 401K PLAN | BOULDER CO | 888 | $12.1M | $340K |
| 6 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN | BALTIMORE MD | 353 | $50.8M | $294K |
| 7 | ENDURANCE GROUP, LLC ENDURANCE GROUP, LLC 401K PLAN | BROOMALL PA | 54 | $10.1M | $201K |
| 8 | LOUIS V. LEPAK TRUCKING CO., INC. LOUIS V. LEPAK TRUCKING CO., INC. 401K SAVINGS | OKLAHOMA CITY OK | 115 | $3.8M | $90K |
