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 R4 Mutual fund in their Schedule of Assets, totaling $18.2M 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 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $16.7M |
| 2 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $1.3M |
| 3 | ARDEN BUILDING COMPANIES, LLC ARDEN BUILDING COMPANIES, LLC RETIREMENT PLAN |
PAWTUCKET RI |
| 116 |
| $36.6M |
| $120K |
| 4 | WHIDBEY TELEPHONE COMPANY WHIDBEY TELEPHONE COMPANY 401(K) PLAN | LANGLEY WA | 89 | $14.4M | $107K |
