Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Funds American Balanced Class R6 Mutual fund in their Schedule of Assets, totaling $12.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC. HEALTHCARE ASSOCIATION OF NEW YORK STATE, INC RETIREMENT SAVINGS PLAN | RENSSELAER NY | 164 | $76.9M | $5.5M |
| 2 | COMMUNITY OPTIONS, INC. COMMUNITY OPTIONS, INC. 403(B) CUSTODIAL ACCOUNT PLAN | PRINCETON NJ | 6,381 | $31.1M | $3.4M |
| 3 | HEALTHREACH COMMUNITY HEALTH CENTERS |
WATERVILLE ME |
| 276 |
| $21.2M |
| $1.4M |
| 4 | AMERICAN FOUNDATION FOR SUICIDE PREVENTION AMERICAN FOUNDATION FOR SUICIDE PREVENTION TAX DEFERRED ANNUITY RETIREMENT PLAN | NEW YORK NY | 168 | $18.1M | $584K |
| 5 | COLUMBIA MEMORIAL HOSPITAL COLUMBIA MEMORIAL HOSPITAL RETIREMENT PLAN | HUDSON NY | 613 | $34.4M | $535K |
| 6 | EPIC CONSOLIDATED OPERATIONS, LLC EPIC CONSOLIDATED OPERATIONS, LLC 401(K) PLAN | SAN ANTONIO TX | 215 | $18.3M | $273K |
| 7 | NISSEN CHEMITEC AMERICA NISSEN CHEMITEC AMERICA EMPLOYEES' 401(K) PLAN | LONDON OH | 337 | $3.6M | $156K |
| 8 | TRULAND EQUIPMENT, LLC TRULAND EQUIPMENT, LLC 401(K) PLAN | VAN WERT OH | 460 | $44.7M | $110K |
| 9 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $65K |
| 10 | TRI-COUNTY MEMORIAL HOSPITAL, INC. TRI-COUNTY MEMORIAL HOSPITAL, INC. TAX DEFERRED SAVINGS PLAN | WHITEHALL WI | 240 | $11.2M | $7K |
