Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds the Income Fund of America Mutual Fund in their Schedule of Assets, totaling $32.9M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $26.4M |
| 2 | O'CONNELL ELECTRIC CO. O'CONNELL ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN | VICTOR NY | 186 | $57.6M | $3.9M |
| 3 | SECURITY BANCSHARES INC SECURITY BANCSHARES INC EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS |
SCOTT CITY KS |
| 126 |
| $24.6M |
| $1.3M |
| 4 | 3 ARTS ENTERTAINMENT, INC. 3 ARTS ENTERTAINMENT, INC. 401(K) PLAN | BEVERLY HILLS CA | 61 | $14.0M | $343K |
| 5 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $310K |
| 6 | KATAHDIN VALLEY HEALTH CENTER KATAHDIN VALLEY HEALTH CENTER SAFE HARBOR 401(K) PLAN | PATTEN ME | 160 | $5.9M | $307K |
| 7 | NIEWOHNER BROTHERS INC. NIEWOHNER BROTHERS INC. 401(K) PLAN | ALBION NE | 408 | $12.6M | $294K |
| 8 | SOUTHERN CALIFORNIA ORTHOPEDIC INSTITUTE, LP SCOI PROFIT SHARING PLAN | VAN NUYS CA | 158 | $26.5M | $19K |
| 9 | EDGEWOOD MANOR OF WELLSTON SHERMAN GROUP RETIREMENT PLAN | WELLSTON OH | 534 | $1.6M | $2K |
