Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Af Balanced R6 Mutual fund - in their Schedule of Assets, totaling $74.8M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $21.6M |
| 2 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $14.6M |
| 3 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL |
| 19,422 |
| $218.3M |
| $8.9M |
| 4 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $4.2M |
| 5 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $3.6M |
| 6 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $2.2M |
| 7 | B. J. BALDWIN ELECTRIC, INC. B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | NARVON PA | 394 | $28.1M | $2.1M |
| 8 | NEWFIELDS COMPANIES, LLC NEWFIELDS COMPANIES, LLC 401(K) PLAN | ATLANTA GA | 118 | $60.4M | $2.0M |
| 9 | GARDINER SERVICE COMPANY GARDINER SERVICE COMPANY PROFIT SHARING & SAVINGS PLAN | SOLON OH | 256 | $39.1M | $1.9M |
| 10 | VALCO CINCINNATI, INC. VALCO CINCINNATI, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 243 | $34.9M | $1.6M |
