Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Income Fund Mutual Fund in their Schedule of Assets, totaling $5.5M 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 | NEW YORK INDEPENDENT SYSTEM OPERATOR, INC. NEW YORK INDEPENDENT SYSTEM, INC. 401(K) RETIREMENT PLAN | RENSSELAER NY | 628 | $321.5M | $5.4M |
| 2 | MAST TRUCKING, INC. MAST TRUCKING, INC. RETIREMENT PLAN | MILLERSBURG OH | 154 | $4.5M | $103K |
| 3 | DAKOTA PROVISIONS, LLC DAKOTA PROVISIONS, LLC 401(K) PLAN |
HURON SD |
| 751 |
| $16.6M |
| $44K |
