Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Balance R6 in their Schedule of Assets, totaling $4.8M 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 | LINCOLN TECHNICAL INSTITUTE, INC. LINCOLN TECHNICAL INSTITUTE, INC 401(K) PLAN | PARSIPPANY NJ | 2,272 | $99.1M | $2.0M |
| 2 | VIAM MANUFACTURING, INC. VIAM 401(K) RETIREMENT PLAN | MANCHESTER TN | 258 | $17.0M | $1.2M |
| 3 | CASA NISSAN, INC. CASA 401(K) PLAN |
EL PASO TX |
| 672 |
| $18.9M |
| $767K |
| 4 | HUPP ELECTRIC MOTORS, INC. HUPP 401(K) PLAN | MARION IA | 257 | $25.0M | $535K |
| 5 | RAINBOW HOSPICE CARE, INC. RAINBOW HOSPICE CARE 401(K) PLAN | JEFFERSON WI | 114 | $6.3M | $171K |
| 6 | USOP, LLC US ORTHOPAEDIC PARTNERS 401(K) PLAN | ALPHARETTA GA | 1,590 | $102.5M | $73K |
| 7 | BUILDING AUTOMATION PRODUCTS, INC. BUILDING AUTOMATION PRODUCTS, INC. 401(K) PLAN | GAYS MILLS WI | 131 | $6.7M | $71K |
| 8 | GARDNER WHITE FURNITURE COMPANY, INC. GARDNER WHITE FURNITURE COMPANY, INC. 401(K) PLAN | AUBURN HILLS MI | 862 | $21.5M | $13K |
