Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Balanced Fund R6 Mutual funds in their Schedule of Assets, totaling $35.9M 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 | CARR, RIGGS & INGRAM, LLC CARR, RIGGS & INGRAM, LLC 401(K) PLAN & TRUST | ENTERPRISE AL | 2,234 | $328.2M | $24.3M |
| 2 | US CENTURY BANK US CENTURY BANK 401(K) PLAN | MIAMI FL | 198 | $16.3M | $4.0M |
| 3 | HOOBER, INC. HOOBER, INC. PROFIT SHARING/401(K) PLAN |
INTERCOURSE PA |
| 361 |
| $40.2M |
| $3.5M |
| 4 | CENTERS FOR ADVANCED ORTHOPAEDICS, LLC CENTERS FOR ADVANCED ORTHOPAEDICS, LLC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 2,133 | $196.1M | $2.3M |
| 5 | SWANSON RUSSELL SWANSON RUSSELL 401(K) RETIREMENT PLAN | LINCOLN NE | 134 | $23.3M | $1.7M |
| 6 | SAGEWATER, LLC SAGEWATER, LLC 401(K) PLAN | ALEXANDRIA VA | 214 | $2.7M | $16K |
