Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Income Fund of America Mutual funds in their Schedule of Assets, totaling $516K 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 RIVER REGIONAL MENTAL HEALTH/MENTAL RIVER VALLEY AND AFFILIATES 403(B) RETIREMENT SAVINGS PLAN | OWENSBORO KY | 726 | $7.4M | $197K |
| 2 | CROSBY MARKETING COMMUNICATIONS, INC. CROSBY MARKETING COMMUNICATIONS, INC. 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 115 | $34.9M | $165K |
| 3 | TRINITY VALLEY SCHOOL |
FORT WORTH TX |
| 196 |
| $41.6M |
| $139K |
| 4 | STOKES HEALTHCARE, INC. STOKES HEALTHCARE, INC. 401(K) PLAN | MT. LAUREL NJ | 173 | $11.6M | $16K |
