Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Balanced Fund R6 Registered investment company in their Schedule of Assets, totaling $7.2M 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 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $6.3M |
| 2 | ARIAT INTERNATIONAL, INC. ARIAT INTERNATIONAL 401(K) PLAN | SAN LEANDRO CA | 1,036 | $99.0M | $581K |
| 3 | GEORGE PETERSEN INSURANCE AGENCY, INC. GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN |
SANTA ROSA CA |
| 225 |
| $34.3M |
| $301K |
| 4 | CENTRAL VALLEY BUILDERS SUPPLY CENTRAL VALLEY EMPLOYEES 401(K) PLAN | NAPA CA | 213 | $13.1M | $45K |
| 5 | KELTEC, INC. KELTEC, INC. 401(K) PROFIT SHARING PLAN | TWINSBURG OH | 190 | $9.0M | $14K |
