Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Balanced Fund R6 in their Schedule of Assets, totaling $122.5M 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 | HOWMET AEROSPACE INC. HOWMET AEROSPACE SAVINGS PLANS MASTER TRUST | PITTSBURGH PA | — | $2.0B | $69.3M |
| 2 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $48.6M |
| 3 | KRG MANAGEMENT, LLC KITE REALTY GROUP 401(K) PROFIT SHARING PLAN |
INDIANAPOLIS IN |
| 225 |
| $45.7M |
| $2.5M |
| 4 | JUSTICE RESOURCE INSTITUTE 401(K) PLAN FOR EMPLOYEES OF JRI | NEEDHAM MA | 3,007 | $65.1M | $1.1M |
| 5 | JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. JCCS, PC 401K PROFIT SHARING PLAN & TRUST | GREAT FALLS MT | 117 | $26.1M | $306K |
| 6 | PACIFIC INDUSTRIES USA PACIFIC MANUFACTURING OHIO, INC. 401(K) | FAIRFIELD OH | 1,190 | $16.3M | $302K |
| 7 | COUNTY INSULATION COMPANY COUNTY INSULATION COMPANY 401K PROFIT SHARING PLAN | NEW CASTLE DE | 167 | $12.7M | $181K |
| 8 | PREMIER COOPERATIVE, INC. PREMIER COOPERATIVE EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHAMPAIGN IL | 118 | $10.1M | $110K |
| 9 | SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC SABEL SYSTEMS TECHNOLOGY SOLUTIONS LLC 401(K) PLAN | BEAVERCREEK OH | 252 | $16.7M | $32K |
| 10 | COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN | MORRISVILLE NC | 6,367 | $2.7M | $15K |
