Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amer Funds Amer Bal R6 Fd Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | BENNETT MOTOR EXPRESS MANAGEMENT, INC. BENNETT MOTOR EXPRESS MANAGEMENT, INC. 401(K) PLAN | MCDONOUGH GA | 1,126 | $38.2M | $2.3M |
| 2 | MORLEY BUILDERS, INC. MORLEY BUILDERS EMPLOYEE SAVINGS PLAN | SANTA MONICA CA | 141 | $36.8M | $393K |
| 3 | ALASKA RUBBER GROUP, INC. DBA ARG INDUSTRIAL |
ANCHORAGE AK |
| 194 |
| $8.5M |
| $37K |
