Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Funds Bond Fund of America R6 Mutual fund in their Schedule of Assets, totaling $91.0M 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 | RSM US, LLP THE RSM US LLP RETIREMENT PLAN | DAVENPORT IA | 14,521 | $3.4B | $72.7M |
| 2 | VIRGINIA FARM BUREAU VIRGINIA FARM BUREAU COMPANIES EMPLOYEES' 401(K) PLAN | RICHMOND VA | 1,004 | $229.0M | $10.7M |
| 3 | NEW VISIONS FOR PUBLIC SCHOOLS NEW VISIONS FOR PUBLIC SCHOOLS 403(B) PLAN |
NEW YORK NY |
| 542 |
| $73.9M |
| $1.6M |
| 4 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $1.2M |
| 5 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $687K |
| 6 | LIFEWAY FOODS, INC. LIFEWAY FOODS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MORTON GROVE IL | 290 | $15.0M | $668K |
| 7 | GLEN-GERY CORPORATION GLEN-GERY CORPORATION 401(K) PLAN | WYOMISSING PA | 860 | $52.0M | $578K |
| 8 | PATHWAYS IN EDUCATION, INC. OPTIONS EDUCATIONAL 403(B) RETIREMENT PLAN | PASADENA CA | 0 | $0 | $499K |
| 9 | CURTIS SQUIRE, INC. CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 189 | $11.1M | $464K |
| 10 | COUNTRY LANDSCAPES, INC. THE ARCHITECT 401(K) PLAN - COUNTRY LANDSCAPES, INC. | AMES IA | 121 | $9.4M | $296K |
