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 in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RODDA PAINT CO. RODDA PAINT CO. 401K PLAN | PORTLAND OR | 408 | $35.2M | $2.4M |
| 2 | MORROW EQUIPMENT COMPANY L.L.C. MORROW EQUIPMENT COMPANY L. L. C. SAVINGS PLAN | SALEM OR | 229 | $40.3M | $417K |
| 3 | PURSUE HEALTH LLC PURSUE HEALTH LLC RETIREMENT SAVINGS PLAN |
IRVINE CA |
| 2,393 |
| $17.4M |
| $195K |
