Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding AF Balanced R6 " in their Schedule of Assets, totaling $177.1M 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 | ARCONIC CORPORATION ARCONIC CORP. 401(K) PLANS MASTER TRUST | PITTSBURGH PA | — | $1.5B | $55.1M |
| 2 | FISHER & PHILLIPS LLP FISHER & PHILLIPS LLP SAVINGS AND PROFIT SHARING PLAN | ATLANTA GA | 1,304 | $396.8M | $52.2M |
| 3 | A. O. SMITH CORPORATION A. O. SMITH CORPORATION MASTER TRUST |
MILWAUKEE WI |
| — |
| $595.1M |
| $25.7M |
| 4 | MLMIC SERVICES, INC. MLMIC DEFERRED PROFIT SHARING AND 401(K) PLAN | ALBANY NY | 239 | $186.9M | $12.6M |
| 5 | PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. PROFESSIONAL ORTHOPEDIC AND SPORTS PHYSICAL THERAPY, P.C. EMPLOYEE SAVINGS PLAN | MELVILLE NY | 1,231 | $64.2M | $12.2M |
| 6 | LOR, INC. LOR, INC. 401(K) PLAN | ATLANTA GA | 600 | $70.4M | $4.0M |
| 7 | USANA HEALTH SCIENCES, INC. USANA HEALTH SCIENCES 401(K) PLAN | SALT LAKE CITY UT | 791 | $126.3M | $3.8M |
| 8 | MOSS & ASSOCIATES, LLC MOSS & ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN | FT LAUDERDALE FL | 1,852 | $191.2M | $3.2M |
| 9 | GROCERY HAULERS, INC. GROCERY HAULERS, INC. 401(K) PLAN | ISELIN NJ | 265 | $28.8M | $1.7M |
| 10 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M | $1.4M |
