Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Balanced Class R6 in their Schedule of Assets, totaling $73.1M 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 | VIRTUA HEALTH, INC. VIRTUA 401(K) SAVINGS PLAN | MARLTON NJ | 13,739 | $1.2B | $67.2M |
| 2 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $1.3M |
| 3 | ORLEANS COMMUNITY HEALTH ORLEANS COMMUNITY HEALTH RETIREMENT SAVINGS 403(B) PLAN |
MEDINA NY |
| 352 |
| $18.4M |
| $1.2M |
| 4 | SOLUTIONS SHARED SERVICES INC. SOLUTIONS SHARED SERVICES INC. 401K PLAN | SAN ANTONIO TX | 91 | $21.7M | $655K |
| 5 | FIRST STATE BANK OF ST. CHARLES MISSOURI FIRST STATE BANK OF ST. CHARLES MISSOURI 401(K) PLAN | LAKE ST. LOUIS MO | 180 | $25.2M | $646K |
| 6 | CITY MILL COMPANY, LIMITED CITY MILL COMPANY, LIMITED PROFIT SHARING 401(K) PLAN | HONOLULU HI | 212 | $13.6M | $470K |
| 7 | OAKLAWN JOCKEY CLUB, INC. OAKLAWN JOCKEY CLUB EMPLOYEES 401(K) SAVINGS PLAN | HOT SPRINGS AR | 1,281 | $20.3M | $464K |
| 8 | MARSHALL B. KETCHUM UNIVERSITY MBKU 403(B) VOLUNTARY RETIREMENT PLAN | FULLERTON CA | 242 | $25.4M | $382K |
| 9 | BIOMATRIX SPECIALTY PHARMACY, LLC BIOMATRIX SPECIALTY PHARMACY, LLC 401(K) PLAN | PLANTATION FL | 266 | $19.9M | $377K |
| 10 | LONG ISLAND SELECT HEALTHCARE, INC. LONG ISLAND SELECT HEALTHCARE RETIREMENT PLAN | CENTRAL ISLIP NY | 147 | $4.6M | $178K |
