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 in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $3.5M |
| 2 | PMC GLOBAL, INC. PMC GLOBAL, INC. AND SUBSIDIARIES EMPLOYEES' RETIREMENT SAVINGS PLAN | SUN VALLEY CA | 1,040 | $85.4M | $1.1M |
| 3 | NEW IMAGE LANDSCAPE COMPANY & SANSEI GARDENS, INC. NEW IMAGE LANDSCAPE & SANSEI GARDENS 401(K)/PROFIT SHARING PLAN |
FREMONT CA |
| 243 |
| $6.9M |
| $223K |
