Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Balanced R6 N/R in their Schedule of Assets, totaling $7.2M 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 | LUTHERAN SENIORLIFE/PASSAVANT RETIREMENT & HEALTH CENTER LUTHERAN SENIORLIFE EMPLOYEES' RETIREMENT SAVINGS PLAN | MARS PA | 1,233 | $53.3M | $4.9M |
| 2 | SAGICOR LIFE INSURANCE COMPANY SAGICOR LIFE INSURANCE COMPANY RETIREMENT SAVINGS PLAN | SCOTTSDALE AZ | 149 | $23.1M | $917K |
| 3 | JACKSON DAWSON COMMUNICATIONS, INC. |
DEARBORN MI |
| 344 |
| $55.7M |
| $523K |
| 4 | FAZIO MECHANICAL SERVICES, INC. FAZIO MECHANICAL SERVICES, INC. PROFIT SHARING PLAN | PITTSBURGH PA | 90 | $12.7M | $236K |
| 5 | TERSERA THERAPEUTICS LLC TERSERA THERAPEUTICS 401(K) PLAN | DEERFIELD IL | 160 | $20.2M | $235K |
| 6 | CONSTRUCTION FORMS, INC. CONSTRUCTION FORMS, INC. RETIREMENT SAVINGS AND THRIFT PLAN | PORT WASHINGTON WI | 240 | $20.4M | $181K |
| 7 | LAUREL VIEW VILLAGE 403(B) THRIFT PLAN OF LAUREL VIEW VILLAGE | DAVIDSVILLE PA | 223 | $6.0M | $136K |
| 8 | COMMUNITY BANK COMMUNITY BANK 401K PROFIT SHARING PLAN | WAYNESBURG PA | 147 | $17.9M | $64K |
