Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding American Funds Am Balanced R6 Mutual fund - in their Schedule of Assets, totaling $18.7M 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 | THE LONGSTREET CLINIC, P.C. THE LONGSTREET CLINIC, P. C. 401(K) PLAN AND TRUST | GAINESVILLE GA | 610 | $143.0M | $6.7M |
| 2 | LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. LEWIS & CLARK BEHAVIORAL HEALTH SERVICES, INC. SAFE HARBOR 401(K) PLAN | YANKTON SD | 227 | $11.1M | $2.6M |
| 3 | DATA ANALYSIS, INC. |
LOS ANGELES CA |
| 787 |
| $89.8M |
| $2.2M |
| 4 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $1.1M |
| 5 | TUMEQ, LLC TUMEQ, LLC 401(K) PLAN AND TRUST | MT PLEASANT SC | 299 | $19.9M | $910K |
| 6 | RAZER USA LTD RAZER USA LTD 401(K) PLAN | IRVINE CA | 209 | $20.8M | $775K |
| 7 | NORTHEAST ARC, INC. NORTHEAST ARC 403(B)PLAN | DANVERS MA | 310 | $23.0M | $751K |
| 8 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $598K |
| 9 | MASONIC CARE COMMUNITY OF NY MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN | UTICA NY | 756 | $15.8M | $551K |
| 10 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $530K |
