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 Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $2.6M 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 | HENSLEY & COMPANY HENSLEY & COMPANY PROFIT SHARING PLAN AND TRUST | PHOENIX AZ | 1,379 | $76.1M | $1.9M |
| 2 | CARLSON TESTING, INC. CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST | TIGARD OR | 95 | $7.4M | $525K |
| 3 | SUNFLOWER DIVERSIFIED SERVICES, INC SUNFLOWER DIVERSIFIED SERVICES 403(B) PLAN |
GREAT BEND KS |
| 238 |
| $1.8M |
| $126K |
| 4 | SORBARA AND SON, LP SOUTH FAYETTE SHOP & SAVE 401(K) PLAN | CARNEGIE PA | 173 | $3.5M | $72K |
