Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Income Fund of America-R3 in their Schedule of Assets, totaling $4.9M 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 | WAHIAWA HOSPITAL ASSOCIATION WAHIAWA GENERAL HOSPITAL RETIREMENT SAVINGS PLAN | WAHIAWA HI | 432 | $15.3M | $3.1M |
| 2 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $590K |
| 3 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL |
ST. MARYS OH |
| — |
| $34.1M |
| $453K |
| 4 | HAM, LANGSTON & BREZINA, LLP HAM, LANGSTON & BREZINA, LLP 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 99 | $12.0M | $411K |
| 5 | INTEPROS INCORPORATED INTEPROS CONSULTING 401(K) PLAN | WALTHAM MA | 218 | $9.1M | $142K |
| 6 | EVANS TRANSPORTATION EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN | DELAFIELD WI | 132 | $12.0M | $106K |
| 7 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $68K |
| 8 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $28K |
| 9 | INSIGHTS TRAINING GROUP, LLC INSIGHTS 401(K) RETIREMENT PLAN | MARION VA | 229 | $2.5M | $6K |
