Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding American Funds American Funds Bond Fund of America - in their Schedule of Assets, totaling $20.7M 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 | FISHER-TITUS HEALTH FISHER-TITUS HEALTH 401(K) PLAN | NORWALK OH | 1,550 | $139.2M | $8.1M |
| 2 | HWG LLP HWG LLP 401(K) PLAN | WASHINGTON DC | 72 | $72.2M | $2.3M |
| 3 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY |
| 727 |
| $70.1M |
| $1.9M |
| 4 | ZOTEC PARTNERS, LLC ZOTEC PARTNERS, LLC 401(K) PLAN | CARMEL IN | 1,005 | $103.6M | $1.2M |
| 5 | THE MICHAELS ORGANIZATION, LLC THE MICHAELS ORGANIZATION 401(K) PLAN | CAMDEN NJ | 2,700 | $100.2M | $1.1M |
| 6 | OMNI OPHTHALMIC MANAGEMENT CONSULTANTS LLC OMNI OPHTHALMIC MANAGEMENT CONSULTANTS 401(K) PROFIT SHARING PLAN | ISELIN NJ | 431 | $40.0M | $1.1M |
| 7 | TERRA MILLENNIUM CORPORATION TERRA MILLENNIUM CORPORATION 401(K) PLAN | SALT LAKE CITY UT | 1,977 | $77.8M | $801K |
| 8 | MEDICAL REVIEW OF NORTH CAROLINA, INC. THE CAROLINAS CENTER FOR MEDICAL EXCELLENCE 401(K) PLAN | RALEIGH NC | 85 | $15.4M | $668K |
| 9 | ALVINE & ASSOCIATES, INC. ALVINE AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 147 | $30.1M | $491K |
| 10 | BHCARE, INC. BHCARE, INC. RETIREMENT PLAN | NORTH HAVEN CT | 308 | $17.7M | $415K |
