Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 40 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS AMERICAN BALANCED R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $29.9M 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 | GREAT PLAINS HEALTH ALLIANCE GREAT PLAINS HEALTH ALLIANCE EMPLOYEES PENSION PLAN | PHILLIPSBURG KS | 867 | $65.9M | $3.8M |
| 2 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY EMPLOYEES PENSION PLAN | BELLEFONTAINE OH | 581 | $79.2M | $2.5M |
| 3 | GREAT PLAINS HEALTH ALLIANCE |
PHILLIPSBURG KS |
| 1,019 |
| $37.9M |
| $2.2M |
| 4 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $2.0M |
| 5 | KEMLON PRODUCTS & DEVELOPMENT GROUP INC. KEYSTONE/KEMLON 401K PROFIT-SHARING PLAN | PEARLAND TX | 392 | $34.5M | $1.8M |
| 6 | GOREE ARCHITECTS INC. GOREE ARCHITECTS INC. 401K PLAN | HOUSTON TX | 155 | $7.4M | $1.7M |
| 7 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $1.6M |
| 8 | STEVES & SONS INC. STEVES & SONS EMPLOYEES 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 1,734 | $14.0M | $1.5M |
| 9 | MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY MARY RUTAN HEALTH ASSOCIATION OF LOGAN COUNTY TAX DEFERRED ANNUITY PLAN | BELLEFONTAINE OH | 731 | $37.6M | $1.4M |
| 10 | LIFE ENRICHING COMMUNITIES LIFE ENRICHING COMMUNITIES 403B PLAN | LOVELAND OH | 1,914 | $23.5M | $1.4M |
