Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 49 U.S. retirement plans report holding American Funds Am Balanced R6 " in their Schedule of Assets, totaling $95.3M 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 | UNITED HEALTH SERVICES, INC. UNITED HEALTH SERVICES, INC. 403(B) RETIREMENT PLAN | JOHNSON CITY NY | 7,279 | $391.3M | $31.1M |
| 2 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $29.9M |
| 3 | QUALIFIED EMERGENCY SPECIALISTS, INC. |
OKLAHOMA CITY TX |
| 76 |
| $66.0M |
| $7.8M |
| 4 | CONFLUENT HEALTH, LLC CONFLUENT HEALTH, LLC 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 7,686 | $204.1M | $2.9M |
| 5 | STAUFFER MANUFACTURING COMPANY STAUFFER MANUFACTURING COMPANY 401(K) PROFIT SHARING PLAN | RED HILL PA | 230 | $31.6M | $2.7M |
| 6 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $2.6M |
| 7 | RICHARD'S CORPORATION RICHARD'S CORPORATION PREVAILING WAGE/401(K) PLAN | TERRYVILLE CT | 115 | $21.7M | $2.0M |
| 8 | FORSTROM BANCORPORATION INC. FORSTROM BANCORPORATION 401(K) PLAN AND TRUST | CLARA CITY MN | 218 | $16.5M | $1.8M |
| 9 | LITTLE SPROUTS, LLC LITTLE SPROUTS RAINBOW FUND | LAWRENCE MA | 891 | $11.1M | $1.4M |
| 10 | SUTTON BANK SUTTON BANK EMPLOYEE STOCK OWNERSHIP & 401(K) PLAN | ATTICA OH | 192 | $89.7M | $1.3M |
