Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 239 U.S. retirement plans report holding American Funds American Balanced R6 Mutual fund -- in their Schedule of Assets, totaling $334.8M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $57.1M |
| 2 | JTEKT NORTH AMERICA CORPORATION JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN | GREENVILLE SC | 4,526 | $450.5M | $15.3M |
| 3 | ROGER ZATKOFF COMPANY |
FARMINGTON HILLS MI |
| 171 |
| $169.7M |
| $10.6M |
| 4 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 1,387 | $236.6M | $10.0M |
| 5 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN | WOOSTER OH | 287 | $62.0M | $9.4M |
| 6 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $8.9M |
| 7 | PLANNED PARENTHOOD MAR MONTE, INC. 401(K) PROFIT SHARING PLAN FOR THE EMPLOYEES OF PLANNED PARENTHOOD MAR MONTE, INC. | SAN JOSE CA | 753 | $70.7M | $8.1M |
| 8 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $7.6M |
| 9 | KFORCE INC. KFORCE 401(K) RETIREMENT SAVINGS PLAN | TAMPA FL | 13,615 | $282.8M | $7.5M |
| 10 | DICK BROWNING, INC. BROWNING 401(K) SAVINGS PLAN | CERRITOS CA | 636 | $31.0M | $6.5M |
