Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds American Balanced Fund-R6 Mutual Fund in their Schedule of Assets, totaling $51.1M 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 | OCEANEERING INTERNATIONAL, INC. OCEANEERING RETIREMENT INVESTMENT PLAN | HOUSTON TX | 3,923 | $828.6M | $17.5M |
| 2 | TD SYNNEX CORPORATION TD SYNNEX 401(K) RETIREMENT PLAN | FREMONT CA | 7,856 | $896.1M | $12.4M |
| 3 | HOYA HOLDINGS, INC. HOYA SHARED SAVINGS PLAN |
MILPITAS CA |
| 1,889 |
| $173.4M |
| $6.4M |
| 4 | SACHEM, INC. SACHEM, INC. EMPLOYEES PROFIT SHARING PLAN | AUSTIN TX | 134 | $42.9M | $4.3M |
| 5 | CONTINUUM OF CARE INC CONTINUUM OF CARE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW HAVEN CT | 848 | $18.0M | $3.2M |
| 6 | HARGROVE AND ASSOCIATES, INC. HARGROVE 401(K) PLAN AND TRUST | MOBILE AL | 2,473 | $250.9M | $2.3M |
| 7 | GOLDENTREE ASSET MANAGEMENT, LP GOLDENTREE ASSET MANAGEMENT RETIREMENT PLAN | NEW YORK NY | 282 | $75.3M | $993K |
| 8 | SIGNATURE PERFORMANCE INC SIGNATURE PERFORMANCE, INC. 401(K) PROFIT SHARING PLAN | OMAHA NE | 1,004 | $26.9M | $755K |
| 9 | RIG, LLC DBA RENAISSANCE INSURANCE GROUP RENAISSANCE GROUP 401(K) PLAN | CHICAGO IL | 119 | $9.3M | $624K |
| 10 | NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLAN | HARRISONBURG VA | 81 | $18.2M | $581K |
