Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds the Bond Fund of America Mutual Fund in their Schedule of Assets, totaling $51.4M 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 | TRADER JOE'S COMPANY TRADER JOE'S COMPANY RETIREMENT PLAN | MONROVIA CA | 64,951 | $3.2B | $45.2M |
| 2 | VILLARA CORPORATION VILLARA CORPORATION 401(K) PLAN | MCCLELLAN CA | 849 | $31.8M | $2.6M |
| 3 | HYDROW, INC. HYDROW, INC. 401(K) PLAN |
| 96 |
| $8.1M |
| $622K |
| 4 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $465K |
| 5 | BARCO UNIFORMS, INC. BARCO UNIFORMS, INC. 401(K) PLAN | GARDENA CA | 189 | $10.1M | $433K |
| 6 | OUTDOOR DIMENSIONS, LLC OUTDOOR DIMENSIONS, LLC PROFIT SHARING PLAN AND TRUST | ANAHEIM CA | 130 | $10.6M | $409K |
| 7 | CHERRY TREE DENTAL LLC CHERRY TREE DENTAL LLC 401(K) PROFIT SHARING PLAN & TRUST | MADISON WI | 300 | $10.4M | $333K |
| 8 | IVALUA, INC. IVALUA, INC. 401(K) PLAN | REDWOOD CITY CA | 217 | $23.9M | $277K |
| 9 | CAPTEK SOFTGEL INTERNATIONAL, INC. CAPTEK SOFTGEL INTERNATIONAL, INC. 401(K) PLAN | CERRITOS CA | 775 | $20.4M | $211K |
| 10 | SECURITY BANCSHARES INC SECURITY BANCSHARES INC EMPLOYEE STOCK OWNERSHIP PLAN WITH 401K PROVISIONS | SCOTT CITY KS | 126 | $24.6M | $187K |
