Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Century Inflation-Adjusted Bond Fund Mutual fund in their Schedule of Assets, totaling $5.3M 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 | SOUTHWIRE COMPANY, LLC SOUTHWIRE COMPANY SALARIED 401(K) PLAN | CARROLLTON GA | 2,347 | $506.0M | $2.2M |
| 2 | GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP GREENBERG GLUSKER FIELDS CLAMAN & MACHTINGER, LLP PROFIT SHARING 401(K) PLAN FOR PARTNERS AND STAFF | LOS ANGELES CA | 159 | $131.1M | $1.1M |
| 3 | SOUTHWIRE COMPANY, LLC |
CARROLLTON GA |
| 6,073 |
| $250.2M |
| $484K |
| 4 | EDMENTUM EDMENTUM SAVINGS AND RETIREMENT PLAN | BLOOMINGTON MN | 1,128 | $115.4M | $430K |
| 5 | CORPORATE BROKERS LLC CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN | ANNAPOLIS MD | 216 | $6.0M | $268K |
| 6 | NATIONAL HOT ROD ASSOCIATION NATIONAL HOT ROD ASSOCIATION 401(K) SALARY SAVINGS RETIREMENT PLAN | SAN DIMAS CA | 324 | $27.6M | $249K |
| 7 | PALECEK PALECEK PROFIT SHARING AND 401(K) PLAN | RICHMOND CA | 234 | $26.2M | $185K |
| 8 | HOJ MANAGEMENT CO., INC. HOJ MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 190 | $18.4M | $162K |
| 9 | COATS, ROSE, YALE, RYMAN & LEE, P.C. COATS, ROSE, YALE, RYMAN & LEE, P.C. SALARY DEFERRAL & PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 107 | $75.9M | $132K |
| 10 | QUAY AUSTRALIA QUAY AUSTRALIA 401(K) PLAN | SAN FRANCISCO CA | 108 | $4.7M | $58K |
