Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds Bond Fund of America-R3 in their Schedule of Assets, totaling $1.2M 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 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | ST. MARYS OH | — | $41.8M | $296K |
| 2 | EVANS TRANSPORTATION EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN | DELAFIELD WI | 132 | $12.0M | $258K |
| 3 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL |
ST. MARYS OH |
| — |
| $34.1M |
| $164K |
| 4 | PACKAGING PERSONIFIED, INC. PACKAGING PERSONIFIED, INC. 401(K) PLAN | CAROL STREAM IL | 191 | $9.5M | $157K |
| 5 | PALACIOS MARINE AND INDUSTRIAL COATINGS, INC. PALACIOS MARINE AND INDUSTRIAL COATINGS 401(K) PLAN | PALACIOS TX | 1,343 | $5.1M | $121K |
| 6 | KAPPLER, INC. KAPPLER, INC. 401(K) SAVINGS PLAN | GUNTERSVILLE AL | 136 | $5.2M | $109K |
| 7 | GARAGA USA, INC. GARAGA USA, INC. 401(K) PLAN | PONCA CITY OK | 288 | $2.7M | $17K |
| 8 | JR & CO., INC. JR & CO., INC. EMPLOYEES SAVINGS TRUST | KANSAS CITY MO | 271 | $4.2M | $16K |
| 9 | PROVIDENT CHARTER SCHOOL PROVIDENT CHARTER SCHOOL 403(B) PLAN | PITTSBURGH PA | 117 | $5.7M | $11K |
| 10 | BURGERWORKS TEXAS, LLC BURGERWORKS TEXAS, LLC RETIREMENT SAVINGS PLAN | LUFKIN TX | 225 | $2.6M | $8K |
