American Funds American Balanced Fund® Class R-6 Mutual Fund
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
49
Total parsed position
$171.9M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $127.6M |
| 2 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $10.0M |
| 3 | CLARION PARTNERS, LLC CLARION PARTNERS, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 320 | $166.8M | $6.5M |
| 4 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $5.2M |
| 5 | INTEGRATED LINER TECHNOLOGIES INTEGRATED LINER TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | RENSSELAER NY | 108 | $15.0M | $2.4M |
| 6 | COFORGE LIMITED COFORGE LIMITED 401(K) PLAN | PRINCETON NJ | 1,414 | $99.4M | $1.9M |
| 7 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $1.8M |
| 8 | ZOO MED LABORATORIES INC ZOO MED LABORATORIES INC 401(K) PROFIT SHARING PLAN & TRUST | SAN LUIS OBISPO CA | 152 | $8.6M | $1.8M |
| 9 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN | ARCHBALD PA | 352 | $23.3M | $1.7M |
| 10 | GRAY METAL PRODUCTS INC GRAY METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST | AVON NY | 150 | $3.2M | $1.4M |
See all 49 plans holding American Funds American Balanced Fund® Class R-6 Mutual Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan holding this fund, with sponsor contacts and unlimited CSV export — for $49/mo.
Start 14-day Pro trial