Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Amer Funds Amer Bal R6 Fd Mutual Fund in their Schedule of Assets, totaling $11.4M 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 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | ATLANTA GA | 234 | $38.8M | $3.2M |
| 2 | BROOKS EQUIPMENT COMPANY, LLC. BROOKS EQUIPMENT COMPANY 401(K) PLAN | CHARLOTTE NC | 444 | $33.0M | $2.0M |
| 3 | INSURANCE OFFICE OF AMERICA, INC. |
LONGWOOD FL |
| 1,227 |
| $84.1M |
| $1.8M |
| 4 | PRIMECARE MEDICAL, INC. PRIMECARE MEDICAL, INC. EMPLOYEES RETIREMENT PLAN | HARRISBURG PA | 1,194 | $26.5M | $1.2M |
| 5 | LIFE CYCLE ENGINEERING, INC. LCE EMPLOYEE SAVINGS PLAN | NORTH CHARLESTON SC | 525 | $68.9M | $1.2M |
| 6 | AVITA DRUGS, LLC AVITA 401(K) PROFIT SHARING PLAN | BATON ROUGE LA | 563 | $41.6M | $885K |
| 7 | JACK RESNICK & SONS, INC. JACK RESNICK & SONS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 172 | $40.3M | $852K |
| 8 | T. F. WARREN GROUP CORPORATION T.F. WARREN GROUP RETIREMENT SAVINGS PLAN | FAIRHOPE AL | 510 | $20.1M | $147K |
| 9 | IEA, INC. IEA, INC. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 153 | $11.0M | $101K |
| 10 | RTS HOLDING, INC., A DELAWARE CORPORATION RTS HOLDING, INC. 401(K) PLAN | NEW YORK NY | 90 | $4.5M | $91K |
