Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 80 U.S. retirement plans report holding American Funds American Balanced Fund R6 # in their Schedule of Assets, totaling $353.1M 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 | RAMBOLL LIMITED RAMBOLL US RETIREMENT & SAVINGS PLAN | SYRACUSE NY | 2,039 | $659.1M | $52.9M |
| 2 | NATIONAL FUTURES ASSOCIATION NATIONAL FUTURES ASSOCIATION EMPLOYEE RETIREMENT SAVINGS PLAN | CHICAGO IL | 502 | $300.9M | $47.0M |
| 3 | VISION SERVICE PLAN VSP RETIREMENT PLAN |
RANCHO CORDOVA CA |
| 5,853 |
| $1.5B |
| $33.0M |
| 4 | LOCAL 354 PLUMBERS & PIPE FITTERS PENSION FUND PLUMBERS & PIPE FITTERS LOCAL 354 PENSION FUND | WEXFORD PA | 1,334 | $135.1M | $30.4M |
| 5 | TOLL BROS., INC. TOLL BROTHERS 401K SAVINGS PLAN | FORT WASHINGTON PA | 4,908 | $727.8M | $30.4M |
| 6 | FLEX-N-GATE LLC FLEX-N-GATE CORPORATION 401(K) PLAN | URBANA IL | 7,018 | $405.0M | $28.0M |
| 7 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $25.7M |
| 8 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $11.7M |
| 9 | FENNER DUNLOP AMERICAS, INC. FENNER DUNLOP RETIREMENT AND SAVINGS PLAN | CORAOPOLIS PA | 273 | $42.3M | $10.2M |
| 10 | LBMC, PC LATTIMORE, BLACK, MORGAN & CAIN, P.C. PROFIT SHARING PLAN | BRENTWOOD TN | 593 | $85.7M | $7.6M |
