Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Income Institutional Mutual fund in their Schedule of Assets, totaling $4.1M 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 | COCA-COLA BOTTLING COMPANY UNITED, INC. COCA-COLA BOTTLING COMPANY UNITED, INC. 401(K) PLAN | BIRMINGHAM AL | 9,930 | $609.6M | $3.6M |
| 2 | VERMEER MIDWEST, INC. VERMEER-MIDWEST RETIREMENT PLAN | GOODFIELD IL | 311 | $77.3M | $517K |
