Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Fnds American Balance R6 Registered Investment Company in their Schedule of Assets, totaling $246K 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 | ONPOINT INDUSTRIAL SERVICES, LLC ONPOINT INDUSTRIAL SERVICES, LLC 401(K) PLAN | DEER PARK TX | 1,735 | $12.8M | $240K |
| 2 | MONTGOMERY COUNTY, MD, INC 403(B) THRIFT PLAN OF PRIMARY CARE COALITION OF MONTGOMERY COUNTY MD INC | SILVER SPRING MD | 62 | $6.3M | $6K |