Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Bond Fd Amer R6 in their Schedule of Assets, totaling $536K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FULL COMPASS SYSTEMS, LTD. FULL COMPASS SYSTEMS, LTD. 401(K) PLAN | MADISON WI | 189 | $16.1M | $396K |
| 2 | J. TAYLOR & ASSOCIATES, LLC J. TAYLOR & ASSOCIATES, LLC 401(K) PLAN | FORT WORTH TX | 135 | $15.4M | $68K |
| 3 | SAFEGUARD US HOLDCO INC. SAFEGUARD US HOLDCO INC. RETIREMENT PLAN |
HUNTERSVILLE NC |
| 167 |
| $5.8M |
| $36K |
| 4 | IMPACT PARTNERSHIP SERVICES, INC. THE IMPACT PARTNERSHIP SERVICES, INC. 401(K) PLAN | MARIETTA GA | 116 | $9.2M | $30K |
| 5 | ENCORE HOLDINGS, LLC ENCORE HOLDINGS, LLC 401(K) PLAN | PAWTUCKET RI | 1,141 | $35.8M | $6K |