Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Inflation Linked Bond Mutual fund in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JIM ELLIS ATLANTA, INC. JIM ELLIS ATLANTA, INC. 401(K) PLAN | ATLANTA GA | 1,353 | $62.4M | $2.5M |
| 2 | JEFFER MANGELS BUTLER & MITCHELL LLP JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 180 | $150.6M | $2.4M |
| 3 | COGNIA, INC. COGNIA ERISA 403(B) PLAN |
ALPHARETTA GA |
| 423 |
| $101.6M |
| $416K |
| 4 | GIG HARBOR FIRE FIGHTERS UNION HEALTH AND WELFARE TRUST GIG HARBOR FIREFIGHTERS UNION PLAN | GIG HARBOR WA | 124 | $11.5M | $58K |
| 5 | LOBAR ASSOCIATES, INC. LOBAR ASSOCIATES, INC. RETIREMENT PLAN | DILLSBURG PA | 181 | $11.8M | $39K |
| 6 | WESTECH INTERNATIONAL, INC. WESTECH INTERNATIONAL 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 232 | $5.2M | $22K |
