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 N/R in their Schedule of Assets, totaling $4.2M 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 | ZIMBRICK, INC. ZIMBRICK, INC. RETIREMENT SAVINGS PLAN | MADISON WI | 904 | $130.3M | $2.7M |
| 2 | GUSTMAN CHEVROLET SALES, INC. GUSTMAN EMPLOYEES' PROFIT SHARING AND SAVINGS PLAN | KAUKAUNA WI | 130 | $35.8M | $1.5M |
| 3 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN |
WAUTOMA WI |
| 238 |
| $5.1M |
| $9K |
