Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding American Funds Bond Fund of America Mutual fund in their Schedule of Assets, totaling $59.2M 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 | FIRST PREMIER BANK PREMIER 401(K) PLAN | SIOUX FALLS SD | 1,625 | $240.6M | $27.9M |
| 2 | M. DAVIS & SONS, INC. M. DAVIS & SONS, INC. 401(K) PLAN | KENNETT SQUARE PA | 427 | $49.7M | $5.3M |
| 3 | AVALARA, INC. AVALARA, INC. 401(K) PLAN | SEATTLE WA |
| 2,309 |
| $232.3M |
| $4.6M |
| 4 | KPFF, INC. KPFF, INC. 401K PLAN | SEATTLE WA | 1,349 | $219.6M | $3.8M |
| 5 | PCF INSURANCE SERVICES OF THE WEST, LLC PCF 401(K) PLAN | LINDON UT | 2,693 | $109.1M | $2.4M |
| 6 | KELLEY BROS. LLC KELLEY BROS. SALARY SAVINGS PLAN | SYRACUSE NY | 309 | $26.0M | $1.5M |
| 7 | UNITED WAY OF MASSACHUSETTS BAY, INC. THE 401(K) RETIREMENT SAVINGS PLAN OF UNITED WAY OF MASSACHUSETTS BAY, INC. | BOSTON MA | 78 | $19.5M | $1.4M |
| 8 | YOUR PART-TIME CONTROLLER, LLC YOUR PART-TIME CONTROLLER, LLC 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 736 | $53.5M | $1.2M |
| 9 | GREERWALKER LLP GREERWALKER LLP 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 112 | $34.6M | $1.1M |
| 10 | ELEMICA, INC. ELEMICA, INC. 401(K) PLAN | WAYNE PA | 125 | $28.6M | $1.1M |
