Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Amer Balanced R6 in their Schedule of Assets, totaling $3.2M 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 | SPECTRA TECH, INC. SPECTRA TECH, INC. 401(K) PLAN | OAK RIDGE TN | 208 | $15.6M | $1.7M |
| 2 | JT BOARD TRUSTEES IBEW LOCAL 252 IBEW LOCAL UNION NO 252 DEF CONTRIB PLAN 401K PLAN | ANN ARBOR MI | 1,284 | $143.1M | $777K |
| 3 | E.L. ROBINSON ENGINEERING CO. E.L. ROBINSON ENGINEERING 401(K) PLAN |
CHARLESTON WV |
| 143 |
| $24.3M |
| $696K |
| 4 | CHATTANOOGA CHRISTIAN SCHOOL, INC. CHATTANOOGA CHRISTIAN SCHOOL 403(B) PLAN | CHATTANOOGA TN | 220 | $8.6M | $46K |
