Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding American Funds Am Balanced R6 Mutual fund - in their Schedule of Assets, totaling $12.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | VISTA PAINT CORPORATION VISTA PAINT CORPORATION 401K SALARY SAVINGS PLAN | FULLERTON CA | 492 | $21.8M | $1.1M |
| 3 | RAZER USA LTD RAZER USA LTD 401(K) PLAN |
IRVINE CA |
| 209 |
| $20.8M |
| $775K |
| 4 | UPPERLINE HEALTH, INC. UPPERLINE HEALTH 401(K) RETIREMENT PLAN | NASHVILLE TN | 916 | $35.9M | $598K |
| 5 | MASONIC CARE COMMUNITY OF NY MASONIC CARE COMMUNITY OF NY 403(B) RETIREMENT SAVINGS PLAN | UTICA NY | 756 | $15.8M | $551K |
| 6 | ARBURG, INC. ARBURG, INC. 401(K) SAVINGS PLAN | ROCKY HILL CT | 111 | $16.3M | $530K |
| 7 | LAP OF LOVE SERVICES LLC LAP OF LOVE RETIREMENT PLAN | LUTZ FL | 711 | $14.3M | $382K |
| 8 | VALVTECHNOLOGIES, INC. VALVTECHNOLOGIES EE'S 401K PS PLAN | HOUSTON TX | 239 | $17.5M | $363K |
| 9 | ECHELON SUPPLY & SERVICE, INC. ECHELON SUPPLY & SERVICE, INC. 401(K) PLAN | LIVERPOOL NY | 246 | $11.3M | $286K |
| 10 | MINEBEA-ACCESSSOLUTIONS USA INC. MINEBEA-ACCESSSOLUTIONS USA INC. 401(K) PLAN | BREMEN GA | 606 | $20.8M | $204K |
