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 America® Class R-6 Mutual fund - in their Schedule of Assets, totaling $62.0M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $61.3M |
| 2 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $518K |
| 3 | LEHMAN-ROBERTS COMPANY LEHMAN-ROBERTS/MEMPHIS STONE & GRAVEL 401(K) RETIREMENT PLAN |
MEMPHIS TN |
| 488 |
| $34.4M |
| $156K |
