Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding American funds bond fund of amer r6 Mutual Funds in their Schedule of Assets, totaling $9.0M 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 | DOCUMENT STORAGE SYSTEMS, INC. DOCUMENT STORAGE SYSTEMS, INC. 401(K) PLAN | NORTH PALM BEACH FL | 705 | $88.0M | $2.4M |
| 2 | BRONCO WINE COMPANY BRONCO WINE COMPANY 401(K) PROFIT SHARING PLAN | CERES CA | 636 | $109.5M | $2.3M |
| 3 | WHEELER BROTHERS GRAIN COMPANY, LLC |
WATONGA OK |
| 126 |
| $17.3M |
| $613K |
| 4 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $529K |
| 5 | SCENTAIR TECHNOLOGIES, INC. SCENTAIR RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 298 | $14.3M | $407K |
| 6 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $359K |
| 7 | MX TECHNOLOGIES, INC. MX TECHNOLOGIES, INC. 401(K) PLAN | LEHI UT | 436 | $45.9M | $324K |
| 8 | AQUAPHOENIX SCIENTIFIC, LLC AQUAPHOENIX SCIENTIFIC 401(K) PLAN | HANOVER PA | 268 | $22.6M | $310K |
| 9 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $294K |
| 10 | BALDWIN SUPPLY COMPANY BALDWIN SUPPLY COMPANY RETIREMENT SAVINGS PLAN | PLYMOUTH MN | 157 | $21.9M | $291K |
