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-R5 in their Schedule of Assets, totaling $596K 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 | HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE RI | 392 | $39.8M | $529K |
| 2 | I.D. IMAGES, LLC I.D. IMAGES LLC RETIREMENT PLAN | BRUNSWICK OH | 328 | $17.2M | $58K |
| 3 | BAKERS CONSTRUCTION SERVICES, INC. BAKERS CONSTRUCTION SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST |
PINEY FLATS TN |
| 128 |
| $4.4M |
| $6K |
| 4 | JONI AND FRIENDS JONI AND FRIENDS 401(K) PLAN | AGOURA HILLS CA | 236 | $6.0M | $3K |
