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 of Amer R6 Mutual Fund in their Schedule of Assets, totaling $1.8M 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 | DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 11 | $48.0M | $1.2M |
| 2 | ITS LOGISTICS, LLC ITS LOGISTICS, LLC EMPLOYEE SAVINGS TRUST | SPARKS NV | 691 | $24.0M | $434K |
| 3 | CALDWELL & GREGORY LLC CALDWELL & GREGORY LLC 401(K) PLAN |
MANAKIN SABOT VA |
| 214 |
| $10.4M |
| $134K |
