Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amerfds American Balanced R6 Pooled separate account in their Schedule of Assets, totaling $1.7M 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 | LOWER VALLEY HOSPITAL ASSOCIATION FAMILY HEALTH WEST 403B PLAN | FRUITA CO | 635 | $30.2M | $717K |
| 2 | HARRISON MEMORIAL HOSPITAL HARRISON MEMORIAL HOSPITAL 401(K) RETIREMENT PLAN | CYNTHIANA KY | 563 | $26.4M | $598K |
| 3 | CARPENTER INDUSTRIES INC. CARPENTER INDUSTRIES INC. 401K PLAN |
CONCORD NC |
| 142 |
| $10.2M |
| $207K |
| 4 | SPRINGHILL MEDICAL SERVICES INC. SPRINGHILL MEDICAL SERVICES INC. 401K SAVINGS PLAN | SPRINGHILL LA | 188 | $16.2M | $121K |
| 5 | KOINONIA FOSTER HOMES INC. KOINONIA FOSTER HOMES 401K PLAN | LOOMIS CA | 302 | $10.1M | $45K |
