Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AF Balanced R6 Mutual Funds in their Schedule of Assets, totaling $16.2M 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 | OPKO HEALTH, INC. OPKO HEALTH, INC. 401(K) PLAN | MIAMI FL | 2,272 | $225.1M | $12.5M |
| 2 | CYIENT, INC. CYIENT, INC. 401(K) RETIREMENT PLAN | HARTFORD CT | 958 | $89.5M | $1.3M |
| 3 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN |
ROANOKE VA |
| 325 |
| $51.5M |
| $947K |
| 4 | J.H. LYNCH & SONS, INC. LYNCH 401(K) RETIREMENT PLAN | CUMBERLAND RI | 93 | $40.1M | $879K |
| 5 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN | SOMERVILLE MA | 1,182 | $57.6M | $590K |
