Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AF Balanced R6 Mutual Fund N/A in their Schedule of Assets, totaling $1.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WEST TEXAS HEALTH, PLLC WEST TEXAS HEALTH, PLLC. RETIREMENT AND SAVINGS PLAN | ABILENE TX | 178 | $17.4M | $1.0M |
| 2 | ASPHALT AND FUEL TRANSPORT, LLC ASPHALT AND FUEL TRANSPORT LLC 401(K) PROFIT SHARING PLAN & TRUST | TULSA OK | 152 | $12.9M | $506K |
| 3 | WATERFRONT BRANDS |
FERGUS FALLS MN |
| 314 |
| $10.8M |
| $29K |
