Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Income Fnd R6 * in their Schedule of Assets, totaling $18.1M 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 | TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMP LIQUOR AND ALLIED WORKERS UNION LOCAL NO. 3, EMP | RIVER FOREST IL | 1,458 | $331.7M | $12.9M |
| 2 | POLYMER ENTERPRISES, INC. POLYMER ENTERPRISES, INC. RETIREMENT SAVINGS PLAN | INDIANA PA | 581 | $68.4M | $2.9M |
| 3 | NEW YORK LEGAL ASSISTANCE GROUP |
NEW YORK NY |
| 375 |
| $34.7M |
| $1.5M |
| 4 | MEDICAL REHABILITATION CENTERS, LLC MEDICAL REHABILITATION CENTERS, LLC 401K PROFIT SHARING PLAN | LEXINGTON KY | 917 | $18.4M | $291K |
| 5 | KNOWBE4, INC. KNOWBE4, INC. 401(K) PROFIT SHARING PLAN & TRUST | CLEARWATER FL | 1,232 | $57.2M | $248K |
| 6 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $160K |
| 7 | N.E.W. INDUSTRIES, INC. N. E. W. INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | STURGEON BAY WI | 169 | $8.9M | $81K |
