Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Balanced Fund R6 “ in their Schedule of Assets, totaling $183.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | 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 | UNITIL CORPORATION UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN | HAMPTON NH | 546 | $156.2M | $17.5M |
| 4 | THYSSENKRUPP MATERIALS NA, INC. THYSSENKRUPP MATERIALS NA, INC. 401(K)PLAN | SOUTHFIELD MI | 4,032 | $387.9M | $13.7M |
| 5 | CAROLINA HOME MEDICAL, INC. CAROLINA HOME MEDICAL, INC. PROFIT SHARING PLAN AND TRUST | NEW BERN NC | 378 | $20.3M | $7.1M |
| 6 | NORTH AMERICAN BREWERIES, INC. NORTH AMERICAN BREWERIES, INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN | ROCHESTER NY | 508 | $81.6M | $4.6M |
| 7 | MORRIS COMMUNICATIONS COMPANY, LLC MORRIS COMMUNICATIONS COMPANY EMPLOYEES' 401(K) PLAN | AUGUSTA GA | 151 | $69.9M | $4.3M |
| 8 | EASTERN RADIOLOGISTS, INC. EASTERN RADIOLOGISTS, INC. PROFIT SHARING PLAN AND TRUST | GREENVILLE NC | 216 | $132.5M | $4.0M |
| 9 | KRG MANAGEMENT, LLC KITE REALTY GROUP 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 225 | $45.7M | $2.5M |
| 10 | MECKLENBURG RADIOLOGY ASSOCIATES, P.A. MECKLENBURG RADIOLOGY ASSOCIATES, P.A. PROFIT SHARING PLAN | CHARLOTTE NC | 128 | $93.3M | $2.5M |
