Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Strategic Bond Fund in their Schedule of Assets, totaling $509K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC. 403(B) PLAN | MADISON WI | 711 | $21.0M | $347K |
| 2 | CORNELIA NIXON DAVIS, INC. CORNELIA NIXON DAVIS, INC. RETIREMENT PLAN | WILMINGTON NC | 186 | $3.2M | $91K |
| 3 | WHITEWATER MIDSTREAM SERVICES CO., LLC |
AUSTIN TX |
| 215 |
| $19.6M |
| $63K |
| 4 | HARTFORD HEALTHCARE CORPORATION HARTFORD HEALTHCARE 403(B) PLAN | FARMINGTON CT | 4,589 | $665.8M | $6K |
| 5 | B & B CONCRETE OF KANSAS, LLC B & B CONCRETE OF KANSAS, LLC 401(K) PLAN | SAPPINGTON MO | 585 | $409K | $1K |
