Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 79 U.S. retirement plans report holding Amer Funds Amer Bal R6 Fd in their Schedule of Assets, totaling $122.8M 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 | SHAWMUT GROUP INC. SHAWMUT GROUP 401(K) PLAN | BOSTON MA | 971 | $188.1M | $14.4M |
| 2 | GRINNELL MUTUAL REINSURANCE COMPANY GRINNELL MUTUAL SAVINGS AND INVESTMENT PLAN | GRINNELL IA | 743 | $151.7M | $13.3M |
| 3 | BUTLER, FAIRMAN AND SEUFERT, INCORPORATED BUTLER-FAIRMAN & SEUFERT, INC. 401(K)/ PROFIT SHARING PLAN |
INDIANAPOLIS IN |
| 194 |
| $73.3M |
| $12.9M |
| 4 | CROSSCOUNTRY MORTGAGE, LLC CROSSCOUNTRY MORTGAGE 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 8,037 | $340.3M | $12.1M |
| 5 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $9.4M |
| 6 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $8.1M |
| 7 | INTERAUDI BANK INTERAUDI BANK 401(K) SAVINGS/ RETIREMENT PLAN | NEW YORK NY | 144 | $29.2M | $7.8M |
| 8 | SMYTH COMPANIES, LLC SMYTH COMPANIES SAVINGS AND PROFIT SHARING PLAN | EAGAN MN | 542 | $51.0M | $4.2M |
| 9 | HEINEN'S, INC. HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | WARRENSVILLE HEIGHTS OH | 755 | $70.4M | $3.5M |
| 10 | HBD INDUSTRIES, INC. PROFIT SHARING & 401(K) PLAN FOR EMPLOYEES OF HBD INDUSTRIES, INC. AND SUBSIDIARIES | DUBLIN OH | 769 | $66.1M | $3.5M |
