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 America Fund Mutual fund in their Schedule of Assets, totaling $158.7M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $158.5M |
| 2 | LINDSAY CONCRETE PRODUCTS CO, INC. LINDSAY/SOUTHERN/FIREBAUGH/STAY RIGHT PRECAST 401(K) PS PLAN | CANAL FULTON OH | 257 | $18.3M | $193K |
| 3 | INNO PAK, LLC |
DELAWARE OH |
| 229 |
| $14.1M |
| $26K |
