Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Strategic Bond Fund Mutual fund in their Schedule of Assets, totaling $315K 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 | JOSEPH PHELPS VINEYARDS, LLC JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN | ST HELENA CA | 146 | $18.3M | $202K |
| 2 | NORTHWEST MULTIPLE LISTING SERVICE, INC. NORTHWEST MULTIPLE LISTING SERVICE 401(K) PROFIT SHARING PLAN | KIRKLAND WA | 99 | $16.2M | $88K |
| 3 | THRIVE MARKET, INC. |
LOS ANGELES CA |
| 946 |
| $11.4M |
| $14K |
| 4 | TRILLIUM BREWING COMPANY TRILLIUM BREWING COMPANY 401(K) PLAN | CANTON MA | 287 | $3.7M | $11K |
