Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Am Balanced R6 Pooled separate accounts in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | P & K EQUIPMENT, INC P & K 401(K) PLAN | ENID OK | 726 | $45.3M | $2.6M |
| 2 | HARBORSTONE CREDIT UNION HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN | TACOMA WA | 301 | $54.2M | $2.5M |
| 3 | BROOKLYN NAVY YARD DEVELOPMENT CORP. BROOKLYN NAVY YARD DEVELOPMENT CORP. PENSION PLAN |
BROOKLYN NY |
| 110 |
| $16.2M |
| $849K |
| 4 | SIMULMEDIA INC SIMULMEDIA INC 401K | NEW YORK NY | 73 | $8.1M | $163K |
| 5 | RECYCLING MANAGEMENT RESOURCES, LLC RECYCLING MANAGEMENT RESOURCES, LLC 401(K) PLAN | PARSIPPANY NJ | 276 | $13.9M | $131K |
| 6 | COMPUTER DATA SOURCE LLC COMPUTER DATA SOURCE LLC 401(K) PLAN AND TRUST | EATONTOWN NJ | 74 | $7.0M | $39K |
| 7 | GEORGE L. MEE MEMORIAL HOSPITAL MEE MEMORIAL HOSPITAL 403(B) PLAN | KING CITY CA | 373 | $7.7M | $31K |
| 8 | OLAM WEST COAST, INC. OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE | FRESNO CA | 33 | $2.4M | $4K |
