Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Investment Grade Bond Fund in their Schedule of Assets, totaling $47.6M 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 | ALTICOR INC. AMWAY RETIREMENT SAVINGS PLAN | ADA MI | 3,259 | $1.3B | $45.9M |
| 2 | AMWAY HOTEL CORPORATION AMWAY HOTEL CORPORATION 401(K) RETIREMENT AND SAVINGS PLAN | GRAND RAPIDS MI | 1,305 | $52.0M | $1.6M |
| 3 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 261 |
| $146.7M |
| $106K |