Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF Global Balanced R6 Mutual Fund in their Schedule of Assets, totaling $882K 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 | JACKSON IRON & METAL COMPANY, INC. JACKSON IRON & METAL COMPANY, INC. PROFIT SHARING 401(K) PLAN | JACKSON MS | 192 | $16.2M | $583K |
| 2 | THE FIRST BANCSHARES, INC. THE FIRST BANCSHARES, INC. PROFIT SHARING 401(K) PLAN | HATTIESBURG MS | 1,008 | $56.3M | $300K |
