Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 87 U.S. retirement plans report holding American Funds American Balanced Fund R6 # in their Schedule of Assets, totaling $420.5M 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 | 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 | RUMPKE CONSOLIDATED COMPANIES, INC. RUMPKE 401(K) RETIREMENT PLAN | CINCINNATI OH | 3,628 | $173.3M | $25.8M |
| 8 | BABCOCK POWER INC. BABCOCK POWER SAVINGS PLAN | DANVERS MA | 1,371 | $224.7M | $25.7M |
| 9 | NCH CORPORATION NCH CORPORATION RETIREMENT SAVINGS PLAN | IRVING TX | 1,865 | $354.2M | $19.0M |
| 10 | WOODARD & CURRAN, INC. WOODARD & CURRAN, INC. 401(K) PROFIT SHARING PLAN | PORTLAND ME | 1,358 | $259.0M | $11.7M |
