Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds The Income Fund of America Class R-3 in their Schedule of Assets, totaling $521K 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 | NUVANCE HEALTH NUVANCE HEALTH 403(B) PLAN (F/K/A HEALTH QUEST SYSTEMS, INC. TAX DEFERRED ANNUITY PLAN) | DANBURY CT | 2,628 | $746.1M | $315K |
| 2 | SPECIALTY FABRICATION AND POWDER COATING, LLC SPECIALTY FABRICATION AND POWDER COATING, LLC 401(K) PROFIT SHARING PLAN | FRANKLIN PA | 131 | $5.5M | $200K |
| 3 | HEIGHTS TOWER SERVICE, INC. |
FREDERICKTOWN OH |
| 97 |
| $5.4M |
| $4K |
| 4 | THE LEAGUERS, INC. THE LEAGUERS, INC. 403(B) PLAN | NEWARK NJ | 303 | $10.1M | $1K |
