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 Pooled separate account in their Schedule of Assets, totaling $7.9M 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 | BRAINLAB, INC. BRAINLAB, INC. 401(K) PLAN | WESTCHESTER IL | 423 | $76.4M | $3.5M |
| 2 | FIRST HARRISON BANK FIRST HARRISON BANK 401K AND PROFIT SHARING PLAN | CORYDON IN | 191 | $27.4M | $1.8M |
| 3 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN |
FAIRPORT NY |
| 345 |
| $41.7M |
| $889K |
| 4 | PACIFIC UNION COMPANY PACIFIC UNION COMPANY 401(K) RETIREMENT PLAN | ST. HELENA CA | 229 | $12.9M | $687K |
| 5 | INNS OF AURORA, LLC INNS OF AURORA, LLC 401(K) PLAN | AURORA NY | 161 | $3.4M | $517K |
| 6 | TAYLOR MADE SALES AGENCY, INC TAYLOR MADE 401(K) PROFIT SHARING PLAN | NICHOLASVILLE KY | 142 | $17.7M | $362K |
| 7 | BOA TECHNOLOGY INC. BOA RETIREMENT SAVINGS PLAN | DENVER CO | 140 | $21.2M | $84K |
| 8 | STRESSCRETE, INC. STRESSCRETE GROUP US 401(K) PLAN | NORTHPORT AL | 187 | $5.2M | $39K |
| 9 | VISION QUEST INDUSTRIES, INC VQ 401(K) PLAN | VISTA CA | 64 | $5.9M | $20K |
| 10 | AESOP INTERMEDIATE, LLC AESOP INTERMEDIATE, LLC 401(K) PLAN | KANSAS CITY MO | 640 | $6.7M | $1K |
