Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Amerfds American Balanced R6 Mutual fund in their Schedule of Assets, totaling $1.2M 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 | PILLAR CARE CONTINUUM, INC. PILLAR CARE CONTINUUM 401(K) RETIREMENT PLAN | EAST HANOVER NJ | 607 | $25.3M | $922K |
| 2 | DORAN COMPANIES LLC DORAN COMPANIES 401K PLAN | BLOOMINGTON MN | 99 | $9.9M | $204K |
| 3 | HAWAII DENTAL GROUP, INC. HAWAII DENTAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN |
HONOLULU HI |
| 201 |
| $15.6M |
| $62K |
