Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Bond Fund of America Mutual funds in their Schedule of Assets, totaling $50.7M 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 | HUNTER DOUGLAS, INC HUNTER DOUGLAS, INC. EMPLOYEE SAVINGS 401(K) PLAN | NEW YORK NY | 3,506 | $528.9M | $49.4M |
| 2 | FLORIDA REALTORS FLORIDA REALTORS 401(K) PLAN | ORLANDO FL | 147 | $29.9M | $480K |
| 3 | INFORMATION & COMPUTING SERVICES, INC. INFORMATION & COMPUTING SERVICES, INC. SAVINGS PLAN |
JACKSONVILLE FL |
| 410 |
| $58.0M |
| $286K |
| 4 | CVRX, INC. CVRX, INC. 401(K) SAVINGS PLAN | MINNEAPOLIS MN | 194 | $11.7M | $245K |
| 5 | STOKES HEALTHCARE, INC. STOKES HEALTHCARE, INC. 401(K) PLAN | MT. LAUREL NJ | 173 | $11.6M | $221K |
