Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Strategic Bond R6 - in their Schedule of Assets, totaling $3.9M 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 | GOLDA OCH ACADEMY GOLDA OCH ACADEMY 401(K) PLAN | WEST ORANGE NJ | 0 | $14.0M | $1.8M |
| 2 | POWER SALES & ADVERTISING, INC. POWER SALES & ADVERTISING, INC. 401(K) PLAN | LENEXA KS | 156 | $10.0M | $835K |
| 3 | SWIFT & STALEY INC. SWIFT & STALEY GOVERNMENTAL SERVICES 401(K) PLAN |
PADUCAH KY |
| 161 |
| $14.4M |
| $396K |
| 4 | CUMBERLAND HEIGHTS FOUNDATION, INC. CUMBERLAND HEIGHTS FOUNDATION, INC. 401(K) RETIREMENT PLAN | NASHVILLE TN | 364 | $14.8M | $378K |
| 5 | LOYAL SOURCE GOVERNMENT SERVICES, LLC LOYAL SOURCE GOVERNMENT SERVICES 401(K) PLAN | ORLANDO FL | 2,122 | $19.1M | $173K |
| 6 | CHIPPS, CAFFREY & DUBILIER, P.S.C. CHIPPS, CAFFREY & DUBILIER P.S.C. PROFIT SHARING AND SAVINGS PLAN | LEXINGTON KY | 120 | $18.9M | $156K |
| 7 | THE IDEAL GROUP, INC. 401(K) SAVINGS PLAN OF THE IDEAL GROUP OF COMPANIES | DETROIT MI | 363 | $33.1M | $118K |
| 8 | MOUNTAIN MEDICAL PHYSICIAN SPECIALISTS, P.C. MMPS RETIREMENT PLAN | MURRAY UT | 61 | $19.3M | $83K |
| 9 | NATHAN LITTAUER HOSPITAL ASSOCIATION NATHAN LITTAUER HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN | GLOVERSVILLE NY | 1,182 | $78.9M | $11K |
| 10 | INTELIDENT SOLUTIONS, INC. INTELIDENT SOLUTIONS, INC. 401(K) PLAN | TAMPA FL | 632 | $22.9M | $2K |
