Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Amerfunds Amer Balanced R6 Mutual Fund in their Schedule of Assets, totaling $532K 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 | FLAVOR PRODUCERS, LLC FLAVOR PRODUCERS, LLC 401K PLAN | VALENCIA CA | 174 | $10.3M | $280K |
| 2 | INTEGRIS, LLC INTEGRIS, LLC 401(K) PLAN | CRANBURY NJ | 575 | $30.4M | $172K |
| 3 | TEXAS MEDICAL CAREERS LIMITED DB THE COLLEGE OF HEALTHCARE PROFESSIONS 401(K) PLAN |
HOUSTON TX |
| 847 |
| $10.6M |
| $48K |
| 4 | CARGROUP HOLDINGS, LLC CARGROUP HOLDINGS, LLC 401(K) PLAN | SPRINGFIELD PA | 323 | $8.9M | $25K |
| 5 | ANCHOR POINT MANAGEMENT GROUP, LLC ANCHOR POINT MANAGEMENT GROUP EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 9,415 | $22.4M | $4K |
| 6 | UNINSURED UNITED PARACHUTE TECHN UNITED PARACHUTE TECHNOLOGIES LLC 401(K) PLAN | DELAND FL | 147 | $5.2M | $2K |
