Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding The Income Fund of America Mutual fund in their Schedule of Assets, totaling $11.1M 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 | LEITH, INC. LEITH, INC. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 1,894 | $146.3M | $9.7M |
| 2 | CYPRESS HOLDINGS, INC. CYPRESS HOLDINGS, INC. SALARY DEFERRAL PLAN | FORT BRAGG CA | 122 | $17.9M | $842K |
| 3 | MIEDEMA PRODUCE, INC. MIEDEMA PRODUCE, INC. 401K RETIREMENT PLAN |
HUDSONVILLE MI |
| 162 |
| $10.2M |
| $233K |
| 4 | GENERATION US GENERATION US RETIREMENT PLAN | AUGUSTA ME | 180 | $12.2M | $220K |
| 5 | WILLIAM H. METCALFE AND SONS, INC. WILLIAM H. METCALFE & SONS, INC. EMPLOYEES' 401(K) PLAN | CLINTON MD | 142 | $11.1M | $72K |
| 6 | LANTZ CONSTRUCTION COMPANY LANTZ CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | BROADWAY VA | 86 | $19.3M | $7K |
| 7 | MEDISCA INC. MEDISCA 401(K) RETIREMENT SAVINGS PLAN | PLATTSBURGH NY | 141 | $4.2M | $4K |
| 8 | THE HELPER BEES, INC. THE HELPER BEES 401(K) PLAN | AUSTIN TX | 217 | $3.0M | $4K |
