Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds* The Income Fund of America in their Schedule of Assets, totaling $27.3M 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 | NEBRASKA MEDICINE NEBRASKA MEDICINE RETIREMENT PLAN - BASE AND MATCHING CONTRIBUTIONS | OMAHA NE | 10,573 | $918.6M | $15.8M |
| 2 | FIRST BUSEY CORPORATION FIRST BUSEY CORPORATION PROFIT SHARING PLAN AND TRUST | CHAMPAIGN IL | 1,521 | $268.2M | $5.6M |
| 3 | ALDERMAN HOLDING CORPORATION |
RUTLAND VT |
| 82 |
| $12.5M |
| $1.1M |
| 4 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $1.1M |
| 5 | MIDWEST INSURANCE COMPANY MIDWEST INSURANCE COMPANY 401K PROFIT SHARING PLAN | SPRINGFIELD IL | 56 | $15.3M | $600K |
| 6 | OHIO VALLEY SUPERMARKETS, INC. OHIO VALLEY SUPERMARKETS, INC. PROFIT SHARING PLAN | GALLIPOLIS OH | 141 | $3.1M | $578K |
| 7 | PROSCAN IMAGING, LLC PROSCAN IMAGING, LLC PROFIT SHARING PLAN | CINCINNATI OH | 341 | $22.4M | $383K |
| 8 | DESOTO HOSPITAL ASSOCIATION, INC. DBA DESOTO REGIONAL HOSPITAL DESOTO REGIONAL HOSPITAL 403B PLAN | MANSFIELD LA | 237 | $10.2M | $363K |
| 9 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $345K |
| 10 | ADVANCED MEDICAL PRICING SOLUTIONS ADVANCED MEDICAL PRICING SOLUTIONS 401(K) PROFIT SHARING PLAN | NORCROSS GA | 131 | $10.5M | $269K |
