Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 50 U.S. retirement plans report holding American Funds Am Balanced R6 Pooled separate account - in their Schedule of Assets, totaling $26.7M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $4.1M |
| 2 | COMMUNITY COMPUTER SERVICE, INC. COMMUNITY COMPUTER SERVICE, INC. 401(K) PLAN | AUBURN NY | 243 | $79.3M | $3.5M |
| 3 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN |
MCLEAN VA |
| 2,661 |
| $164.7M |
| $2.4M |
| 4 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN | PLANO TX | 315 | $63.3M | $1.7M |
| 5 | EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. EDWARD M. KENNEDY COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | WORCESTER MA | 432 | $20.0M | $1.5M |
| 6 | CNY FAMILY CARE, LLP CNY FAMILY CARE, LLP 401(K) PLAN | EAST SYRACUSE NY | 160 | $35.8M | $1.4M |
| 7 | CAL COAST MACHINERY, INC. CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 116 | $13.0M | $1.3M |
| 8 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $1.1M |
| 9 | PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK NY | 132 | $22.8M | $927K |
| 10 | HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 254 | $32.8M | $817K |
