Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding AMERFUNDS AMER BALANCED - R6 in their Schedule of Assets, totaling $42.7M 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 | CENTRAL BANCOMPANY CENTRAL BANCOMPANY TAX REDUCTION THRIFT 401(K) PLAN | JEFFERSON CITY MO | 2,893 | $400.7M | $24.0M |
| 2 | FAVOR TECHCONSULTING, LLC FAVOR TECHCONSULTING, LLC 401(K) PROFIT SHARING PLAN AND TRUST | VIENNA VA | 0 | $0 | $4.4M |
| 3 | NETWORK INNOVATIONS US INC. |
FORT LAUDERDALE FL |
| 121 |
| $9.6M |
| $3.0M |
| 4 | MWGH LLC THE METALWORKING GROUP 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 100 | $15.1M | $2.2M |
| 5 | CHARDONNAY DIALYSIS, LLC CHARDONNAY DIALYSIS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | AUSTIN TX | 304 | $7.1M | $928K |
| 6 | ALERACARE HOLDINGS, LLC ALERACARE 401(K) PLAN | PHOENIX AZ | 189 | $4.0M | $856K |
| 7 | LABELLA ASSOCIATES, D.P.C. LABELLA ASSOCIATES PROFIT SHARING / 401(K) PLAN | ROCHESTER NY | 1,711 | $150.1M | $752K |
| 8 | CHICAGO HISTORICAL SOCIETY CHICAGO HISTORICAL SOCIETY DEFINED CONTRIBUTION PENSION PLA | CHICAGO IL | 106 | $6.2M | $707K |
| 9 | EPIMED INTERNATIONAL, INC. EPIMED INTERNATIONAL, INC. PROFIT SHARING PLAN | JOHNSTOWN NY | 110 | $12.9M | $699K |
| 10 | F.B. PURNELL SAUSAGE CO, INC. F.B. PURNELL SAUSAGE CO., INC. 401(K) PLAN | SIMPSONVILLE KY | 129 | $8.3M | $523K |
