Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Balanced R6 n/a in their Schedule of Assets, totaling $9.7M 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 | GREATER PITTSBURGH ORTHOPAEDIC ASSOCIATES, INC. GREATER PITTSBURGH ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | PITTSBURGH PA | 149 | $46.0M | $3.4M |
| 2 | UNIVERSITY FIRST FEDERAL CREDIT UNION UNIVERSITY FIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 402 | $37.1M | $2.0M |
| 3 |
BREA CA |
| 82 |
| $27.2M |
| $1.9M |
| 4 | CLARA BARTON HOSPITAL CLARA BARTON HOSPITAL TAX DEFERRED ANNUITY PLAN | HOISINGTON KS | 343 | $16.4M | $953K |
| 5 | KANSAS MEDICAL CENTER, LLC KANSAS MEDICAL CENTER, LLC PROFIT SHARING/401(K) PL & TR | ANDOVER KS | 337 | $26.1M | $725K |
| 6 | HOLZER HEALTH SYSTEM HOLZER HEALTH SYSTEM 401A PROFIT SHARING PLAN | GALLIPOLIS OH | 2,139 | $183.3M | $442K |
| 7 | TOTAL WATER TREATMENT SYSTEMS, INC. TOTAL WATER TREATMENT SYSTEMS, INC. 401(K) PLAN | MADISON WI | 189 | $6.1M | $124K |
| 8 | WEST CENTRAL KANSAS ASSOCIATION RUSSELL REGIONAL HOSPITAL 401K PLAN | RUSSELL KS | 169 | $5.3M | $84K |
| 9 | GLOBAL MARITEK SYSTEMS, INC. GLOBAL MARITEK SYSTEMS, INC. 401(K) PLAN | ST. AUGUSTINE FL | 142 | $10.7M | $35K |
| 10 | MOODY NOLAN, INC. MOODY NOLAN, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 336 | $36.5M | $5K |
