Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding American Funds American Balanced R6 Fund " in their Schedule of Assets, totaling $133.5M 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 | TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUND PLUMBERS AND STEAMFITTERS LOCAL 440 DEFINED CONTRIBUTION PLAN | LAFAYETTE IN | 3,535 | $198.2M | $35.8M |
| 2 | BARTLIT BECK LLP BARTLIT BECK LLP 401(K) PLAN AND TRUST | CHICAGO IL | 168 | $99.7M | $12.9M |
| 3 | LIFE GENERATIONS HEALTHCARE, LLC |
SANTA ANA CA |
| 4,034 |
| $64.9M |
| $10.6M |
| 4 | RYAN COMPANIES US, INC. RYAN COMPANIES US, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 1,520 | $324.0M | $8.7M |
| 5 | KEYSTONE CONSOLIDATED INDUSTRIES KEYSTONE-BARTONVILLE 401(K) RETIREMENT PLAN | PEORIA IL | 610 | $102.4M | $7.7M |
| 6 | ORGILL, INC. ORGILL, INC. 401(K) PLAN | COLLIERVILLE TN | 6,070 | $275.3M | $6.9M |
| 7 | CHILDREN'S HEALTH SYSTEM, INC. CHILDREN'S HEALTH SYSTEM, INC. 401(K) PLAN | NORFOLK VA | 4,204 | $321.8M | $6.6M |
| 8 | DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A. DIAGNOSTIC RADIOLOGY CONSULTANTS, P.A. PROFIT SHARING PLAN | CHATTANOOGA TN | 131 | $24.8M | $5.1M |
| 9 | MAKINO, INC. MAKINO 401(K) SAVINGS PLAN | MASON OH | 538 | $133.2M | $4.7M |
| 10 | AVL MICHIGAN HOLDING CORPORATION AVL NORTH AMERICA, INC. 401(K) PLAN | PLYMOUTH MI | 505 | $152.0M | $3.8M |
