Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding American Funds Am Balanced R6 Registered investment company in their Schedule of Assets, totaling $82.1M 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 | JAMF SOFTWARE, LLC JAMF SOFTWARE, LLC 401K PROFIT SHARING PLAN | MINNEAPOLIS MN | 1,551 | $165.8M | $10.4M |
| 2 | SPARC GROUP LLC THE SPARC GROUP LLC 401(K) INVESTMENT AND SAVINGS PLAN | LYNDHURST NJ | 11,662 | $341.8M | $10.2M |
| 3 | CAPITAL WOMENS CARE, LLC CAPITAL WOMENS CARE, LLC EMPLOYEES 401(K) PLAN |
FULTON MD |
| 821 |
| $147.0M |
| $7.0M |
| 4 | RPS AMERICAS, INC. RPS 401(K) PLAN | HOUSTON TX | 298 | $59.4M | $5.2M |
| 5 | SUMITOMO RUBBER NORTH AMERICA FALKEN TIRE CORPORATION 401(K) PLAN | RANCHO CUCAMONGA CA | 370 | $47.5M | $5.1M |
| 6 | PROFESSIONAL EMERGENCY PHYSICIANS, PROFESSIONAL EMERGENCY PHYSICIANS, P.C. PROFIT | FORT WAYNE IN | 132 | $66.8M | $4.2M |
| 7 | BRAMAN MOTORS, INC. BRAMAN DEALERSHIPS 401(K) PLAN | MIAMI FL | 2,532 | $66.6M | $3.4M |
| 8 | ION FINANCIAL, MHC ION FINANCIAL, MHC 401K PLAN | NAUGATUCK CT | 349 | $50.8M | $2.8M |
| 9 | WEITZMAN MANAGEMENT CORPORATION W. C. A. EMPLOYEES 401K SALARY DEFERRAL SAVINGS | DALLAS TX | 162 | $19.4M | $2.5M |
| 10 | ACENTRA HEALTH, LLC ACENTRA HEALTH RETIREMENT PLAN | MCLEAN VA | 2,661 | $164.7M | $2.4M |
