Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 62 U.S. retirement plans report holding American Funds* The Bond Fund of America in their Schedule of Assets, totaling $24.6M 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 | MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. SHARED SERVICES PLAN | HOUSTON TX | 2,817 | $460.4M | $7.7M |
| 2 | HEALTH CARE LOGISTICS, INC. HEALTH CARE LOGISTICS, INC. 401(K) PLAN | CIRCLEVILLE OH | 336 | $19.5M | $4.0M |
| 3 | WARRIOR INVICTUS HOLDING COMPANY, INC. |
BEDFORD PARK IL |
| 494 |
| $30.3M |
| $2.4M |
| 4 | CARROLL INDEPENDENT FUEL, LLC CARROLL INDEPENDENT FUEL 401(K) RETIREMENT PLAN | SPARKS GLENCOE MD | 1,122 | $45.4M | $1.1M |
| 5 | PRESTAGE FARMS, INC. PRESTAGE FARMS EMPLOYEES 401(K) PROFIT SHARING PLAN | CLINTON NC | 2,343 | $96.8M | $759K |
| 6 | RECREATION CENTERS OF SUN CITY WEST INC. RECREATION CENTERS OF SUN CITY WEST RETIREMENT PLAN | SUN CITY WEST AZ | 420 | $13.7M | $626K |
| 7 | EQUINOX HOLDINGS, INC. THE EQUINOX HOLDINGS, INC. 401(K) PLAN | NEW YORK NY | 14,142 | $182.4M | $615K |
| 8 | ENDURO PIPELINE SERVICES, INC. ENDURO PIPELINE SERVICES 401(K) PLAN | TULSA OK | 124 | $11.2M | $607K |
| 9 | TED BRITT FORD SALES, INC. TED BRITT FORD SALES, INC. 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 318 | $29.8M | $551K |
| 10 | JACOB STERN & SONS, INC. JACOB STERN & SONS, INC. 401(K) PROFIT SHARING PLAN | CARLSBAD CA | 96 | $27.5M | $532K |
