Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Af Balanced R6 Mutual fund - in their Schedule of Assets, totaling $94.1M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $21.6M |
| 2 | ULTRA ELECTRONICS INC. ULTRA ELECTRONICS INC. 401(K) PLAN | BRAINTREE MA | 1,813 | $296.7M | $14.8M |
| 3 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $14.6M |
| 4 | CROSS COUNTRY HEALTHCARE CROSS COUNTRY HEALTHCARE, INC. 401(K) PLAN | BOCA RATON FL | 19,422 | $218.3M | $8.9M |
| 5 | SOJITZ CORPORATION OF AMERICA SOJITZ GROUP 401(K) PLAN | NEW YORK NY | 360 | $96.2M | $4.2M |
| 6 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $3.6M |
| 7 | CONSENSUS MEDICAL GROUP LLC CONSENSUS MEDICAL GROUP 401(K) PLAN | MARLTON NJ | 219 | $32.0M | $2.3M |
| 8 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $2.2M |
| 9 | B. J. BALDWIN ELECTRIC, INC. B. J. BALDWIN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | NARVON PA | 394 | $28.1M | $2.1M |
| 10 | ULTRAGENYX PHARMACEUTICAL INC. ULTRAGENYX PHARMACEUTICAL INC. 401(K) PLAN AND TRUST | NOVATO CA | 1,082 | $217.9M | $2.1M |
