Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Bd Fund of Amer R6 in their Schedule of Assets, totaling $9.9M 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 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $4.0M |
| 2 | WHITE RIVER HEALTH SYSTEM, INC. WHITE RIVER HEALTH SYSTEM 401(K) PLAN | BATESVILLE AR | 1,636 | $104.8M | $3.7M |
| 3 | LEE KENNEDY CO, INC. |
QUINCY MA |
| 108 |
| $29.0M |
| $966K |
| 4 | FLOOR AND DECOR OUTLETS OF AMERICA, INC. FLOOR AND DECOR OUTLETS OF AMERICA, INC. 401K RETIREMENT PLAN | ATLANTA GA | 9,962 | $157.2M | $959K |
| 5 | DR.GERTRUDE A. BARBER CENTER, INC 401(K) RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF THE DR.GERTRUDE A. BARBER CENTER, INC. | ERIE PA | 1,176 | $33.1M | $268K |
| 6 | CONLEASCO, INC. DBA BECKER FURNITURE BECKER FURNITURE 401(K) PLAN | BECKER MN | 80 | $6.1M | $42K |
