Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Bond Fund of America Pooled separate account in their Schedule of Assets, totaling $1.1M 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 | JUUT HOLDINGS, INC. JUUT SALONSPA 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 299 | $25.3M | $968K |
| 2 | MERCURY FINANCIAL LLC MERCURY FINANCIAL LLC 401(K) PLAN | AUSTIN TX | 208 | $24.8M | $96K |
| 3 | DIAL SILVERCREST CORP. DIAL SENIOR MANAGEMENT, INC. 401(K) PLAN |
OMAHA NE |
| 842 |
| $15.1M |
| $56K |
| 4 | STONE CITY PRODUCTS, INC. STONE CITY PRODUCTS, INC. 401(K) SAVINGS PLAN | BEDFORD IN | 98 | $1.9M | $5K |
