Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding AMERICAN INFLATION LINK BD R3 in their Schedule of Assets, totaling $391K 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 | NEXT POINT CAPITAL CORPORATION RETIREMENT SAVINGS AND INCENTIVE PLAN | HENDERSON NV | 68 | $5.8M | $180K |
| 2 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN | EAST BOSTON MA | 288 | $7.4M | $89K |
| 3 | KEHOE DESIGNS, INC. KEHOE DESIGNS 401(K) PLAN |
CHICAGO IL |
| 142 |
| $4.1M |
| $50K |
| 4 | METROPOLITAN WAREHOUSE & DELIVER METROPOLITAN WAREHOUSE & DELIVERY CORP 401(K) PLAN | PERTH AMBOY NJ | 380 | $3.1M | $43K |
| 5 | SDC PROPERTIES, INC SDC PROPERTIES, INC 401(K) PLAN | HILTON HEAD SC | 211 | $3.6M | $16K |
| 6 | AMERAPEX CORPORATION AMERAPEX CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 375 | $5.2M | $7K |
| 7 | GDS PUBLISHING, INC GDS PUBLISHING, INC. 401(K) PLAN | NEW YORK NY | 83 | $4.8M | $6K |
