Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American funds american balanced r6 Mutual funds in their Schedule of Assets, totaling $78.8M 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 | THE TALBOTS LLC THE TALBOTS RETIREMENT SAVINGS 401(K) PLAN | HINGHAM MA | 4,829 | $236.6M | $23.4M |
| 2 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $19.1M |
| 3 | J.J. TAYLOR COMPANIES, INC. J.J. TAYLOR COMPANIES, INC. PROFIT SHARING RETIREMENT PLAN |
JUPITER FL |
| 1,196 |
| $132.4M |
| $5.4M |
| 4 | MALNATI ORGANIZATION, LLC MALNATI ORGANIZATION 401(K) SAVINGS PLAN | BUFFALO GROVE IL | 1,435 | $28.5M | $5.3M |
| 5 | SARTORIUS STEDIM FILTERS, INC. SARTORIUS STEDIM FILTERS, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | YAUCO PR | 899 | $13.1M | $4.7M |
| 6 | ALLIANCE RESIDENTIAL REALTY LLC ALLIANCE RESIDENTIAL REALTY 401(K) PLAN | SCOTTSDALE AZ | 417 | $91.9M | $4.6M |
| 7 | AIM LEASING COMPANY, INC. AIM LEASING COMPANY, INC. 401(K) PLAN | GIRARD OH | 947 | $32.1M | $2.3M |
| 8 | CHESTNUT HILL REALTY CORP. CHESTNUT HILL REALTY CORP. 401K PLAN | CHESTNUT HILL MA | 218 | $43.3M | $2.1M |
| 9 | CENTREVILLE SAVINGS BANK CENTREVILLE SAVINGS BANK 401(K) PLAN | WEST WARWICK RI | 248 | $31.9M | $1.9M |
| 10 | SHELTERED WINGS, INC. SHELTERED WINGS, INC. 401(K) PLAN | BARNEVELD WI | 428 | $26.1M | $1.0M |
