Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Bond Fund of Amer Mutual Funds in their Schedule of Assets, totaling $1.1M 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 | LTIMINDTREE LTD LTIMINDTREE LTD 401(K) PLAN | EDISON NJ | 6,335 | $207.1M | $456K |
| 2 | ROMARCO MINERALS U.S. INC. HAILE GOLD MINE, INC. 401(K) PROFIT SHARING PLAN | KERSHAW SC | 711 | $30.9M | $395K |
| 3 | SAN TAN AUTO PARTNERS, LLC SAN TAN FORD 401(K) |
GILBERT AZ |
| 273 |
| $7.3M |
| $287K |
