Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Balanced R6 Mutual fund - in their Schedule of Assets, totaling $10.5M 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 | BRAUN INTERTEC CORPORATION BRAUN INTERTEC 401(K) RETIREMENT PLAN | MINNEAPOLIS MN | 1,012 | $139.8M | $5.0M |
| 2 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN | ST. PAUL KS | 275 | $20.0M | $2.6M |
| 3 | ALPLA, INC. ALPLA 401(K) RETIREMENT PLAN |
MCDONOUGH GA |
| 1,368 |
| $62.2M |
| $1.4M |
| 4 | VALLEY SENIOR LIVING VALLEY SENIOR LIVING RETIREMENT PLAN | GRAND FORKS ND | 491 | $34.5M | $1.2M |
| 5 | REVIVA, INC. REVIVA INC. 401(K) PROFIT SHARING PLAN | FRIDLEY MN | 223 | $20.8M | $221K |
| 6 | PEERLESS PRODUCTS, INC. PEERLESS PRODUCTS, INC. 401(K) PLAN | FORT SCOTT KS | 413 | $6.0M | $99K |
| 7 | SKY LOGISTICS & DISTRIBUTIONS, INC. NELSON HOLDING COMPANY 401(K) PLAN | FARGO ND | 214 | $3.7M | $2K |