Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds The Bond Fund of America Fund Mutual fund in their Schedule of Assets, totaling $169.2M 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 | EDWARD D. JONES & CO., L.P. EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN | ST. LOUIS MO | 50,491 | $12.4B | $168.1M |
| 2 | CONTINUING CARE MANAGEMENT LLC SALMON HEALTH AND RETIREMENT | WESTBOROUGH MA | 901 | $41.5M | $951K |
| 3 | LIGHTSPEED MANAGEMENT COMPANY, LLC |
MENLO PARK CA |
| 155 |
| $29.4M |
| $111K |
| 4 | FANDOM, INC. FANDOM, INC. 401(K) PROFIT SHARING PLAN TRUST | SAN FRANCISCO CA | 215 | $28.0M | $45K |
