Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 262 U.S. retirement plans report holding American Funds American Balanced r6 Mutual Fund in their Schedule of Assets, totaling $445.5M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $57.1M |
| 2 | EVEREST REINSURANCE COMPANY EVEREST REINSURANCE EMPLOYEE SAVINGS PLAN | WARREN NJ | 2,004 | $470.5M | $50.4M |
| 3 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 401(A) EMPLOYER FUNDED LONG TERM SAVINGS PLAN AND TRUST |
SEATTLE WA |
| 330 |
| $103.9M |
| $31.2M |
| 4 | CASEY FAMILY PROGRAMS CASEY FAMILY PROGRAMS 403(B) PLAN | SEATTLE WA | 394 | $63.0M | $16.7M |
| 5 | JTEKT NORTH AMERICA CORPORATION JTEKT NORTH AMERICA 401(K) RETIREMENT PLAN | GREENVILLE SC | 4,526 | $450.5M | $15.3M |
| 6 | ROGER ZATKOFF COMPANY ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN | FARMINGTON HILLS MI | 171 | $169.7M | $10.6M |
| 7 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 1,387 | $236.6M | $10.0M |
| 8 | LARKIN HOFFMAN DALY & LINDGREN LTD LARKIN,HOFFMAN,DALY & LINDGREN, LTD. PROFIT SHARING PLAN AND TRUST | MINNEAPOLIS MN | 156 | $97.0M | $8.9M |
| 9 | 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 |
| 10 | JAC PRODUCTS, INC. JAC PRODUCTS, INC. 401(K) RETIREMENT SAVINGS PLAN | SALINE MI | 1,048 | $53.5M | $7.6M |
