Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Intermediate Bond Fund of America R6 Mutual fund in their Schedule of Assets, totaling $2.6M 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 | KQED INC. KQED INC. TAX SHELTERED ANNUITY PLAN | SAN FRANCISCO CA | 410 | $105.0M | $2.3M |
| 2 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $217K |
| 3 | INDIE LLC INDIE LLC 401(K) PROFIT SHARING PLAN & TRUST |
ALISO VIEJO CA |
| 193 |
| $24.5M |
| $81K |
| 4 | JAMESTOWN METAL MARINE SALES, INC. JAMESTOWN COMPANIES RETIREMENT PLAN | BOCA RATON FL | 312 | $13.7M | $13K |
