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 " in their Schedule of Assets, totaling $1.2M 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 | COGENCY GLOBAL, INC. COGENCY GLOBAL, INC. 401(K) PLAN | NEW YORK NY | 400 | $48.2M | $666K |
| 2 | HERREGAN DISTRIBUTORS, INC. HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN | EAGAN MN | 137 | $23.4M | $352K |
| 3 | NATIONAL BOARD FOR CERTIFIED COUNSELORS, INC. |
GREENSBORO NC |
| 141 |
| $6.2M |
| $84K |
| 4 | PENTEGRA SERVICES, INC. THE RETIRESMART PEP | WHITE PLAINS NY | 1,574 | $25.5M | $52K |
| 5 | CHILD AND FAMILY FOCUS, INC. CHILD AND FAMILY FOCUS INC, 401(K) RETIREMENT PLAN | AUDUBON PA | 165 | $6.8M | $35K |
| 6 | JOHN GALT STAFFING, INC. JOHN GALT STAFFING, INC. RETIREMENT SAVINGS PLAN | BURLINGTON MA | 121 | $17.2M | $31K |
