Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding American Funds American Balanced R6 Mutual fund N/A in their Schedule of Assets, totaling $35.4M 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 | QSC, LLC QSC, LLC 401(K) RETIREMENT SAVINGS PLAN | COSTA MESA CA | 634 | $119.4M | $8.5M |
| 2 | LAKELAND TOURS, LLC THE LAKELAND GROUP RETIREMENT SAVINGS PLAN | CHARLOTTESVILLE VA | 1,352 | $91.0M | $4.4M |
| 3 | THOMAS EDISON CHARTER SCHOOL TECS 401(K) PROFIT SHARING PLAN |
NORTH LOGAN UT |
| 92 |
| $9.8M |
| $3.3M |
| 4 | GRAMMER INC. GRAMMER 401(K) PLAN | PLYMOUTH MI | 248 | $39.3M | $2.4M |
| 5 | GERBERS POULTRY, INC. GERBERS POULTRY, INC. 401(K) PROFIT SHARING PLAN | KIDRON OH | 477 | $7.1M | $2.2M |
| 6 | KTI INC. KTI INC. 401(K) PROFIT SHARING PLAN AND TRUST | RIALTO CA | 772 | $28.8M | $2.0M |
| 7 | SEAMAN DEVELOPMENT, INC. SEAMAN DEVELOPMENT 401(K) PLAN | WOOSTER OH | 445 | $57.6M | $1.9M |
| 8 | COMPUTERS UNLIMITED, INC. COMPUTERS UNLIMITED 401(K) PLAN | BILLINGS MT | 189 | $40.4M | $1.5M |
| 9 | LEHIGH HEAVY FORGE CORPORATION LEHIGH HEAVY FORGE CORPORATION UNION 401(K) SAVINGS PLAN & TRUST | BETHLEHEM PA | 123 | $12.1M | $1.3M |
| 10 | NORTHERN IMPROVEMENT COMPANY MCCORMICK INCORPORATED 401(K) PLAN | FARGO ND | 299 | $41.9M | $1.0M |
