Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Bond Fund of America Class R6 in their Schedule of Assets, totaling $4.3M 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 | MERCHANTS FINANCIAL GROUP, INC. MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN | WINONA MN | 419 | $64.9M | $3.6M |
| 2 | INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC INTEGRATED COMPUTER SOLUTIONS OF VESTAL, LLC 401(K) PSP | ENDICOTT NY | 224 | $12.2M | $422K |
| 3 | THE SWIFT GROUP HOLDINGS, LLC |
RESTON VA |
| 304 |
| $44.2M |
| $132K |
| 4 | INNERSEA DISCOVERIES, LLC INNERSEA DISCOVERIES, LLC 401(K) PLAN | SEATTLE WA | 60 | $3.1M | $50K |
| 5 | NEWPORT GROUP, INC. ADVANTAGE POOLED EMPLOYER PLAN AN ARGENT SOLUTION | FOLSOM CA | 486 | $14.8M | $19K |
| 6 | WESTERN DISTRIBUTING COMPANY WESTERN DISTRIBUTING COMPANY EMPLOYEES' PROFIT SHARING PLAN & TRUST | DENVER CO | 282 | $17.8M | $14K |
