Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Inflation Linked Bond Fund Class R6 Mutual fund in their Schedule of Assets, totaling $225K 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 | INCORTA, INC. INCORTA, INC. 401(K) PLAN | SAN MATEO CA | 63 | $6.6M | $99K |
| 2 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $93K |
| 3 | LOUISIANA ORTHOPAEDIC SPECIALISTS, LLC LOUISIANA ORTHOPAEDIC SPECIALISTS 401(K) PLAN |
LAFAYETTE LA |
| 207 |
| $19.1M |
| $19K |
| 4 | RELATIVITY SPACE, INC. RELATIVITY SPACE 401(K) PLAN | LONG BEACH CA | 1,269 | $46.8M | $11K |
| 5 | KITH RETAIL LLC KITH RETAIL LLC 401(K) PROFIT SHARING PLAN AND TRUST | BROOKLYN NY | 725 | $2.0M | $2K |