Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Af Balanced R6 - in their Schedule of Assets, totaling $13.1M 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 | VAN WALL EQUIPMENT, INC. VAN WALL EQUIPMENT, INC. PROFIT SHARING 401(K) PLAN | NEVADA IA | 683 | $67.4M | $2.7M |
| 2 | CLEMENT RIVERS, LLP CLEMENT RIVERS, LLP PROFIT SHARING AND SALARY DEFERRED PLAN | CHARLESTON SC | 92 | $25.7M | $1.9M |
| 3 | BEAVER STREET FISHERIES LLC |
JACKSONVILLE FL |
| 227 |
| $34.7M |
| $1.7M |
| 4 | MARELLI NORTH AMERICA, INC. MARELLI NORTH AMERICA, INC. 401(K) RETIREMENT PLAN | SHELBYVILLE TN | 2,290 | $218.5M | $1.5M |
| 5 | ARGO DATA RESOURCE CORPORATION ARGO DATA RESOURCE CORPORATION 401(K) PLAN | RICHARDSON TX | 279 | $61.9M | $1.5M |
| 6 | SUN COMMUNITIES, INC. SUN COMMUNITIES, INC. 401(K) PLAN | SOUTHFIELD MI | 2,777 | $83.5M | $1.2M |
| 7 | ILJIN USA CORPORATION ILJIN 401(K) PLAN | NOVI MI | 192 | $9.0M | $739K |
| 8 | ROCKEFELLER PHILANTHROPY ADVISORS, INC. ROCKEFELLER PHILANTHROPY ADVISORS 401(K) PLAN | NEW YORK NY | 518 | $75.2M | $630K |
| 9 | APPLEGREEN COMPANIES APPLEGREEN US RETIREMENT PLAN | LEXINGTON SC | 11,315 | $20.3M | $245K |
| 10 | STOBER DRIVES, INC. STOBER DRIVES, INC. 401(K) PROFIT SHARING PLAN | MAYSVILLE KY | 177 | $18.0M | $200K |
