Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 486 U.S. retirement plans report holding Amerfunds Amer Balanced R6 in their Schedule of Assets, totaling $438.9M 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 | A.G. VAN METRE SERVICES, INC A.G. VAN METRE SERVICES, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 592 | $73.8M | $20.8M |
| 3 | BEVERAGE MARKETING USA, INCORPOR |
WOODBURY NY |
| 1,342 |
| $93.0M |
| $13.8M |
| 4 | I.G. BURTON AND COMPANY, INC. I.G. BURTON AND CO., INC. SALARY DEFERRAL 401(K) PS PLAN | MILFORD DE | 394 | $28.4M | $11.2M |
| 5 | SYRACUSE HOME ASSOCIATION SYRACUSE HOME ASSOCIATION RETIREMENT PLAN | BALDWINSVILLE NY | 128 | $10.9M | $8.2M |
| 6 | ATI PAYROLL SERVICES, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 1,912 | $55.6M | $8.0M |
| 7 | HANMI BANK HANMI BANK PROFIT SHARING & 401(K) SAVINGS PLAN | LOS ANGELES CA | 547 | $143.9M | $7.4M |
| 8 | TEMENOS USA INC. TEMENOS USA INC. | MALVERN PA | 280 | $51.4M | $7.2M |
| 9 | QUINTAIROS PRIETO WOOD & BOYER, QUINTAIROS PRIETO WOOD & BOYER P.A. 401(K) PLAN | MIAMI FL | 959 | $76.2M | $7.0M |
| 10 | KVH INDUSTRIES, INC. KVH INDUSTRIES, INC. 401(K) PLAN | MIDDLETOWN RI | 105 | $40.6M | $6.8M |
