Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Balanced Fund R6 Mutual fund in their Schedule of Assets, totaling $59.0M 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 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $12.1M |
| 2 | ATKINSON, ANDELSON, LOYA, RUUD & ROMO, A PROFESSIONAL CORPORATION ATKINSON, ANDELSON, LOYA, RUUD & ROMO PROFIT SHARING AND 401(K) PLANS | CERRITOS CA | 389 | $260.4M | $9.6M |
| 3 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND |
HARMONY PA |
| 3,462 |
| $402.4M |
| $8.3M |
| 4 | CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY FUND CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY PLAN | WETHERSFIELD CT | 2,660 | $245.7M | $5.3M |
| 5 | KUMON NORTH AMERICA, INC. KUMON NORTH AMERICA, INC. 401(K) PLAN | RUTHERFORD NJ | 294 | $69.3M | $5.2M |
| 6 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $4.1M |
| 7 | WALLCOR INC. WALLCOR 401(K) PLAN | GILBERT AZ | 1,119 | $14.5M | $2.2M |
| 8 | DAVID MASON & ASSOCIATES, INC. DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 114 | $12.6M | $1.9M |
| 9 | ALITA CARE HOLDINGS LLC ALITA CARE & AFFILIATES 401(K) PLAN | PHOENIX AZ | 1,122 | $45.6M | $1.4M |
| 10 | CHEMSTATION INTERNATIONAL, INC. CHEMSTATION RETIREMENT SAVINGS PLAN | DAYTON OH | 155 | $19.8M | $959K |
