Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Bond Fund Mutual fund in their Schedule of Assets, totaling $905K 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 | CLUBESSENTIAL HOLDINGS, LLC CLUBESSENTIAL HOLDINGS, LLC 401(K) PLAN | BLUE ASH OH | 517 | $24.4M | $490K |
| 2 | RATIO STATES, LLC RATIO STATES, LLC 401(K) PLAN | INDIANAPOLIS IN | 215 | $34.5M | $240K |
| 3 | MAST TRUCKING, INC. MAST TRUCKING, INC. RETIREMENT PLAN |
MILLERSBURG OH |
| 154 |
| $4.5M |
| $129K |
| 4 | INTERNATIONAL SOS ASSISTANCE, INC INTERNATIONAL SOS AND THE INTERNATIONAL SOS GROUP OF COMPANIES 401(K) PLAN | TREVOSE PA | 1,012 | $93.8M | $34K |
| 5 | OJAI VALLEY SCHOOL, INC. OJAI VALLEY SCHOOL, INC. PROFIT SHARING PLAN | OJAI CA | 137 | $10.9M | $12K |
