Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding FPA New Income Fund in their Schedule of Assets, totaling $6.5M 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 | DELTA PILOTS MUTUAL AID, INC. DELTA PILOTS MUTUAL AID | ATLANTA GA | 17,032 | $65.8M | $2.6M |
| 2 | SHARP ELECTRONICS CORPORATION SHARP ELECTRONICS CORPORATION PENSION PLAN | MONTVALE NJ | 110 | $49.8M | $1.7M |
| 3 | COASTAL FEDERAL CREDIT UNION COASTAL FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PENSION PLAN AND TRUST |
RALEIGH NC |
| 522 |
| $60.0M |
| $1.2M |
| 4 | THE EYE CENTER OF OAK RIDGE, P.C. THE EYE CENTER OF OAK RIDGE, P.C. PROFIT SHARING PLAN | OAK RIDGE TN | 82 | $18.6M | $888K |
| 5 | PROSKAUER ROSE LLP PROSKAUER ROSE LLP PROFIT SHARING PLAN | NEW YORK NY | 650 | $99.8M | $91K |
| 6 | WPROMOTE LLC WPROMOTE LLC 401K PLAN | EL SEGUNDO CA | 726 | $45.5M | $73K |
