Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FPA New Income Fund Mutual fund in their Schedule of Assets, totaling $3.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $1.8M |
| 2 | ACADEMY OF MOTION PICTURE ARTS & SCIENCES RETIREMENT PLAN FOR EMPLOYEES OF THE ACADEMY OF MOTION PICTURE ARTS & SCIENCES | BEVERLY HILLS CA | 460 | $37.9M | $1.2M |
| 3 | OTTAWA BANCSHARES, INC. |
SALINA KS |
| 182 |
| $27.4M |
| $435K |
| 4 | ADVISOR360 ADVISOR360 401(K) P/S PLAN | WESTON MA | 422 | $96.6M | $262K |
