Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Bond Fund of America-R5 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 | ARBOR REALTY SR, INC. ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN | UNIONDALE NY | 659 | $93.3M | $1.2M |
| 2 | VYSTAR CREDIT UNION VYSTAR CREDIT UNION 401(K) PLAN | JACKSONVILLE FL | 2,312 | $175.7M | $1.2M |
| 3 | CHANNELLOCK, INC. CHANNELLOCK 401(K) PLAN FOR NON-BARGAINING UNIT EMPLOYEES |
MEADVILLE PA |
| 66 |
| $17.0M |
| $1.1M |
| 4 | CHANNELLOCK, INC. CHANNELLOCK, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | MEADVILLE PA | 236 | $13.0M | $596K |
| 5 | ZYMO RESEARCH CORPORATION ZYMO RESEARCH 401(K) PLAN | IRVINE CA | 172 | $11.4M | $65K |
| 6 | THE PADUCAH BANK & TRUST COMPANY, INC. THE PADUCAH BANK & TRUST COMPANY, INC. 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | PADUCAH KY | 144 | $39.4M | $59K |
