Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Amer Funds Amer Bal R6 Fund Mutual fund in their Schedule of Assets, totaling $753K 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 | ACCESS TECHNOLOGIES, INC. ACCESS TECHNOLOGIES, INC. 401(K) PLAN | WAUKEE IA | 245 | $14.8M | $571K |
| 2 | THREATCONNECT, INC. THREAT CONNECT, INC. 401K | ARLINGTON VA | 118 | $24.7M | $182K |
