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-R2 Mutual Fund in their Schedule of Assets, totaling $104K 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 | MID VALLEY DISPOSAL, INC. MID VALLEY DISPOSAL, INC. RETIREMENT PLAN | KERMAN CA | 345 | $8.9M | $86K |
| 2 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $15K |
| 3 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN |
KIMBERTON PA |
| 214 |
| $4.6M |
| $3K |
