Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds Am Balanced R6 Mutual funds in their Schedule of Assets, totaling $2.9M 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 | SYRACUSE LABEL COMPANY, INC. SYRACUSE LABEL COMPANY, INC. PROFIT SHARING PLAN | N. SYRACUSE NY | 148 | $24.7M | $2.1M |
| 2 | CHILDRENS CLINICS FOR REHABILITATIVE SERVICES CHILDREN'S CLINICS FOR REHABILITATIVE SERVICES 401(K) PLAN | TUCSON AZ | 123 | $8.7M | $395K |
| 3 | REDI-DIRECT MARKETING, INC. |
FAIRFIELD NJ |
| 92 |
| $21.7M |
| $225K |
| 4 | MOTOR TRUCK EQUIPMENT CO. MOTOR TRUCK EQUIPMENT CO. 401(K) PLAN | CARLISLE PA | 286 | $17.5M | $92K |
| 5 | ACES 2020, LLC ACES 401(K) PLAN | SAN DIEGO CA | 1,083 | $13.9M | $50K |
| 6 | ADVANTIS GLOBAL, LLC ADVANTIS 401(K) PLAN | MILL VALLEY CA | 1,207 | $2.6M | $16K |
| 7 | ATLANTA AIRLINES TERMINAL COMPANY ATLANTA AIRLINES TERMINAL COMPANY 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 150 | $6.1M | $9K |
