Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding The Income Fund of America in their Schedule of Assets, totaling $332K 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 | PACIFIC AUTOMOTIVE GROUP, LLC PACIFIC AUTOMOTIVE GROUP 401(K) PLAN | DALY CITY CA | 120 | $9.6M | $225K |
| 2 | VERO FOODS, LLC VERO FOODS, LLC/COURAGE PRODUCTIONS,LLC 401(K) PLAN | FAIRFIELD CA | 133 | $7.9M | $49K |
| 3 | LEE HILL INVESTMENTS LLC LEE HILL INVESTMENTS LLC 401(K) PLAN |
CHANDLER AZ |
| 292 |
| $2.0M |
| $22K |
| 4 | MILO'S TEA COMPANY, INC. MILO'S TEA COMPANY, INC. RETIREMENT SAVINGS PLAN | BESSEMER AL | 773 | $21.8M | $20K |
| 5 | BEACH CITIES ORTHOPEDIC BEACH CITIES ORTHOPEDIC 401(K) PROFIT SHARING PLAN | MANHATTAN BEACH CA | 119 | $2.9M | $16K |
