Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 330 U.S. retirement plans report holding American funds american balanced r6 in their Schedule of Assets, totaling $645.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $125.2M |
| 2 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TUSTIN CA | 2,984 | $515.7M | $39.5M |
| 3 | ROLLINS, INC & SUBSIDIARIES ROLLINS 401(K) SAVINGS PLAN |
ATLANTA GA |
| 16,088 |
| $1.1B |
| $32.8M |
| 4 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,755 | $637.6M | $28.5M |
| 5 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $25.7M |
| 6 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 4,253 | $383.0M | $23.8M |
| 7 | WILLIAMS MULLEN CLARK & DOBBINS P.C. WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN | RICHMOND VA | 370 | $283.6M | $17.1M |
| 8 | BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN | PORTLAND OR | 3,119 | $38.8M | $12.9M |
| 9 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $12.0M |
| 10 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $11.4M |
