Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding American Funds Bond Fund of Amer R6 Mutual fund in their Schedule of Assets, totaling $30.4M 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 | DYMAX CORPORATION DYMAX CORPORATION 401(K) PLAN | TORRINGTON CT | 284 | $27.3M | $6.3M |
| 2 | NATIONAL STUDENT CLEARINGHOUSE NATIONAL STUDENT CLEARINGHOUSE 401(K) RETIREMENT PLAN | HERNDON VA | 371 | $99.6M | $4.2M |
| 3 | FUSION RISK MANAGEMENT, INC FUSION RISK MANAGEMENT, INC. 401(K) PLAN & TRUST |
CHICAGO IL |
| 226 |
| $24.0M |
| $2.9M |
| 4 | JM SEARCH & COMPANY, INC. JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN | KING OF PRUSSIA PA | 194 | $40.7M | $2.0M |
| 5 | GO PHYSICAL THERAPY, LLC GO PHYSICAL THERAPY 401(K) PLAN | GRAND ISLAND NE | 432 | $45.2M | $1.5M |
| 6 | ALL-FILL, INC. AFI 401(K) SAVINGS PLAN | EXTON PA | 158 | $23.8M | $1.2M |
| 7 | CALISE & SONS BAKERY, INC. CALISE & SONS BAKERY, INC. PROFIT SHARING PLAN | LINCOLN RI | 289 | $7.4M | $1.1M |
| 8 | MAIN STREET BANK MAIN STREET BANK 401(K) AND PROFIT SHARING PLAN | MARLBOROUGH MA | 142 | $28.1M | $892K |
| 9 | NORTH AMERICAN RISK SERVICES, INC. NORTH AMERICAN RISK SERVICES, INC. 401(K) PLAN | LAKE MARY FL | 536 | $30.8M | $871K |
| 10 | DEXIA HOLDINGS, INC. DEXIA HOLDINGS, INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 11 | $48.0M | $722K |
