Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Income Fund of America Mutual fund n/a in their Schedule of Assets, totaling $4.7M 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 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $2.3M |
| 2 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $1.3M |
| 3 | BLACKBEARD OPERATING, LLC |
FORT WORTH TX |
| 253 |
| $29.4M |
| $552K |
| 4 | BLOCK 22, LLC BLOCK 22, LLC 401(K) PLAN | BOISE ID | 171 | $5.4M | $269K |
| 5 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $206K |
| 6 | C&B OPERATIONS, LLC C&B OPERATIONS, LLC RETIREMENT SAVINGS PLAN | GETTYSBURG SD | 980 | $68.9M | $48K |
| 7 | K2 SOLUTIONS INC. K2 SOLUTIONS INC. 401(K) PLAN | SOUTHERN PINES NC | 351 | $4.5M | $6K |
