Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Century Inflation Adj Bond R6 Mutual fund in their Schedule of Assets, totaling $690K 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 | MARK THOMAS & COMPANY, INC. MARK THOMAS & COMPANY, INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 407 | $65.2M | $678K |
| 2 | MARTIN'S BULK MILK SERVICES, INC. MARTIN'S BULK MILK SERVICE, INC. SAVINGS PLAN | WILTON WI | 247 | $9.1M | $8K |
| 3 | SSM GROUP, INC. SSM GROUP, INC. 401(K) PROFIT SHARING PLAN |
READING PA |
| 74 |
| $14.0M |
| $3K |
