Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds American Funds Inflation Linked Bd R6 in their Schedule of Assets, totaling $3.2M 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 | SECURE HORIZONS RETIREMENT PLAN LLC SECURE HORIZONS 401(K) PLAN | LAKE MARY FL | 2,753 | $139.0M | $1.2M |
| 2 | BEST PRACTICE ASSOCIATES, LLC TRIA FEDERAL 401(K) PLAN | ARLINGTON VA | 812 | $76.3M | $474K |
| 3 | MORAN & COMPANY MORAN & COMPANY 401(K) PLAN |
CHICAGO IL |
| 138 |
| $20.9M |
| $312K |
| 4 | ALASKA HEART INSTITUTE, LLC ALASKA HEART INSTITUTE, LLC 401(K) PROFIT SHARING PLAN | ANCHORAGE AK | 272 | $74.5M | $240K |
| 5 | PHOENIX SENIOR LIVING PHOENIX SENIOR LIVING 401(K) PLAN | ROSWELL GA | 2,239 | $5.4M | $220K |
| 6 | SHASTA COMMUNITY HEALTH CENTER SHASTA COMMUNITY HEALTH CENTER 403(B) PLAN | REDDING CA | 506 | $34.0M | $184K |
| 7 | RMK MANAGEMENT RMK MANAGEMENT 401(K) PLAN | CHICAGO IL | 178 | $23.7M | $173K |
| 8 | ACTION BEHAVIOR CENTERS ACTION BEHAVIOR CENTERS 401(K) PLAN | AUSTIN TX | 10,395 | $27.3M | $94K |
| 9 | CSC GENERATION HOLDINGS, LLC CSC GENERATION HOLDINGS, LLC 401(K) PLAN | MERRILLVILLE IN | 1,537 | $49.5M | $74K |
| 10 | REEDER DISTRIBUTORS INC. REEDER DISTRIBUTORS RETIREMENT PLAN | FORT WORTH TX | 138 | $4.9M | $55K |
