Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Income Fund in their Schedule of Assets, totaling $10.2B 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 | RTX CORPORATION RTX SAVINGS PLAN MASTER TRUST | FARMINGTON CT | — | $58.3B | $10.1B |
| 2 | REGIONS FINANCIAL CORPORATION REGIONS FINANCIAL CORPORATION 401(K) PLAN | HOOVER AL | 20,137 | $3.2B | $86.0M |
| 3 | NKSFB, LLC NKSFB, LLC 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 666 |
| $101.7M |
| $16.9M |
| 4 | FLORIDA FRUIT & VEGETABLE ASSOCIATION FLORIDA FRUIT & VEGETABLE ASSOCIATION EMPLOYEE RETIREMENT PLAN | MAITLAND FL | 164 | $42.7M | $1.4M |
| 5 | MWLA, INC. TURNING POINT SCHOOL 403(B) DEFINED CONTRIBUTION PLAN | CULVER CITY CA | 70 | $11.7M | $56K |
