Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Bond Fund " in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $8.6M |
| 2 | MEDICAL ASSOCIATES OF BREVARD, LLC MEDICAL ASSOCIATES OF BREVARD, LLC 401(K) PLAN | MELBOURNE FL | 206 | $43.8M | $752K |
| 3 | BOARD OF TRUSTEES OF CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CO CEMENT MASONS AND PLASTERERS LOCAL 518 DEFINED CONTRIBUTION FUND |
KANSAS CITY MO |
| 783 |
| $63.5M |
| $555K |
| 4 | CONTINENTAL OFFICE FURNITURE CORP. CONTINENTAL OFFICE INTERESTS SAVINGS PLAN | COLUMBUS OH | 97 | $23.6M | $263K |
| 5 | PLUMBERS & STEAMFITTERS LOCAL UNION 52 PLUMBERS & STEAMFITTERS LOCAL UNION 52 DEFINED CON PLAN | MONTGOMERY AL | 298 | $80.5M | $218K |
| 6 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $51K |
| 7 | BRIGADE CAPITAL MANAGEMENT, LP BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST | NEW YORK NY | 118 | $61.8M | $45K |
