Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 243 U.S. retirement plans report holding American Funds American Balanced R6 American Funds 0 in their Schedule of Assets, totaling $241.1M 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 | BAYVIEW ASSET MANAGEMENT LLC BAYVIEW ASSET MANAGEMENT LLC 401(K) PLAN | CORAL GABLES FL | 1,638 | $230.0M | $40.9M |
| 2 | KELLER AND HECKMAN LLP KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 127 | $84.6M | $9.6M |
| 3 | VALLEY MEDICAL FACILITIES, INC. |
MOON TOWNSHIP PA |
| 2,664 |
| $372.3M |
| $8.6M |
| 4 | FARMERS STATE BANK FARMERS STATE BANK EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST | MARION IA | 143 | $39.5M | $8.1M |
| 5 | AMERICAN CONSULTING SERVICES, INC. AMERICAN CONSULTING SERVICES, INC. 401(K) PLAN | ST. PAUL MN | 481 | $49.2M | $6.7M |
| 6 | THE THERAPY CENTER OF JDP THE THERAPY CENTER OF JDP 401(K) P/S PLAN | JENNINGS LA | 173 | $7.8M | $5.8M |
| 7 | GRW ENGINEERS, INC. GRW TAX DEFERRED SAVINGS & PROFIT SHARING RETIREMENT PLAN | LEXINGTON KY | 175 | $34.8M | $5.3M |
| 8 | MOLECULAR TEMPLATES, INC. MOLECULAR TEMPLATES, INC. 401(K) PLAN | FOXBOROUGH MA | 0 | $18.8M | $5.1M |
| 9 | GRASSLAND DAIRY PRODUCTS, INC. GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN | GREENWOOD WI | 502 | $58.9M | $5.0M |
| 10 | THORLABS, INC. THORLABS, INC. 401(K) RETIREMENT PLAN | NEWTON NJ | 1,734 | $149.9M | $4.8M |
