Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding American funds american balanced r6 in their Schedule of Assets, totaling $332.4M 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 | SWAGELOK COMPANY SWAGELOK RETIREMENT SAVINGS PLAN | SOLON OH | 4,408 | $2.9B | $125.2M |
| 2 | ROLLINS, INC & SUBSIDIARIES ROLLINS 401(K) SAVINGS PLAN | ATLANTA GA | 16,088 | $1.1B | $32.8M |
| 3 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN |
ALBUQUERQUE NM |
| 12,160 |
| $967.8M |
| $25.7M |
| 4 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN | NASHVILLE TN | 3,612 | $564.6M | $25.0M |
| 5 | PROSPERITY BANCSHARES, INC. PROSPERITY BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 3,884 | $357.8M | $20.8M |
| 6 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $11.4M |
| 7 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $9.6M |
| 8 | DONJON MARINE CO., INC. DONJON MARINE CO., INC. RETIREMENT PLAN | HILLSIDE NJ | 278 | $87.8M | $7.2M |
| 9 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN | BETHPAGE NY | 853 | $107.4M | $5.8M |
| 10 | ANESTHESIA PRACTICE CONSULTANTS, P.C. ANESTHESIA PRACTICE CONSULTANTS, P.C. SAVINGS AND RETIREMENT PLAN | GRAND RAPIDS MI | 272 | $188.0M | $5.2M |
