Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds Am Balanced R6 Pooled separate account in their Schedule of Assets, totaling $21.8M 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 | OLAM AMERICAS, INC. OLAM AMERICA EMPLOYEE SAVINGS PLAN | FRESNO CA | 2,774 | $175.6M | $4.1M |
| 2 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $2.4M |
| 3 | METHANEX SERVICES US LLC METHANEX 401(K) PLAN |
| 315 |
| $63.3M |
| $1.7M |
| 4 | CNY FAMILY CARE, LLP CNY FAMILY CARE, LLP 401(K) PLAN | EAST SYRACUSE NY | 160 | $35.8M | $1.4M |
| 5 | CAL COAST MACHINERY, INC. CAL COAST MACHINERY, INC. 401(K) PROFIT SHARING PLAN | SANTA MARIA CA | 116 | $13.0M | $1.3M |
| 6 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $1.1M |
| 7 | PAN AM EQUITIES, INC. PAN AM EQUITIES, INC. 401(K) PLAN | NEW YORK NY | 132 | $22.8M | $927K |
| 8 | HORIZON EYE CARE, P.A. HORIZON EYE CARE, P.A. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 254 | $32.8M | $817K |
| 9 | JR MANUFACTURING, INC. JR MANUFACTURING, INC. 401(K) PLAN | FORT RECOVERY OH | 179 | $13.3M | $775K |
| 10 | BETACOM INC BETACOM INC PROFIT SHARING PLAN AND TRUST | THONOTOSASSA FL | 289 | $7.5M | $761K |
