Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Balanced R6 in their Schedule of Assets, totaling $8.1M 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 | WESBANCO, INC. WESBANCO, INC. 401(K) PLAN | WHEELING WV | 2,447 | $238.2M | $7.5M |
| 2 | M-L HOLDINGS COMPANY M-L HOLDINGS COMPANY RETIREMENT SAVINGS PLAN | DENVER CO | 562 | $47.2M | $385K |
| 3 | CAMPUS APARTMENTS LLC CAMPUS APARTMENTS LLC 401K PROFIT SHARING PLAN AND TRUST |
PHILADELPHIA PA |
| 329 |
| $22.8M |
| $135K |
| 4 | HARVARD CLUB OF NEW YORK CITY HARVARD CLUB OF NEW YORK CITY HOTEL, RESTAURANT & CLUB EMPLOYEES & BARTENDERS UNION LOCAL 6 401(K) PLAN | NEW YORK NY | 161 | $5.7M | $76K |