Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AmerFds Bond Fnd of Amer R5 Mutual fund N/A in their Schedule of Assets, totaling $1.4M 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 | ADVANCED DIAGNOSTIC IMAGING, P.C. DBA ADVANCEDHEALTH ADVANCEDHEALTH 401(K) PROFIT SHARING PLAN | GOODLETTSVILLE TN | 1,355 | $164.8M | $1.4M |
