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-R5 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 | ARBOR REALTY SR, INC. ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN | UNIONDALE NY | 659 | $93.3M | $2.9M |
| 2 | SUBURBAN EMPLOYEE SERVICES, LLC SUBURBAN COLLECTION 401(K) PLAN | BIRMINGHAM MI | 941 | $61.7M | $1.8M |
| 3 | WEBB-MASON, LLC WEBB-MASON, LLC. 401(K) PROFIT SHARING PLAN |
HUNT VALLEY MD |
| 307 |
| $27.0M |
| $170K |
| 4 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $57K |
