Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 322 U.S. retirement plans report holding American funds american balanced r6 in their Schedule of Assets, totaling $523.8M 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 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $25.7M |
| 3 | PINNACLE BANK PINNACLE FINANCIAL PARTNERS, INC. 401(K) PLAN |
NASHVILLE TN |
| 3,612 |
| $564.6M |
| $25.0M |
| 4 | BRESSLER, AMERY & ROSS P.C. BRESSLER, AMERY & ROSS P. C. 401(K) PROFIT SHARING PLAN | FLORHAM PARK NJ | 201 | $77.1M | $20.6M |
| 5 | WILLIAMS MULLEN CLARK & DOBBINS P.C. WILLIAMS MULLEN CLARK & DOBBINS 401(K) RETIREMENT PLAN | RICHMOND VA | 370 | $283.6M | $17.1M |
| 6 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $12.0M |
| 7 | BOARD OF TRUSTEES OFFICE & PROFESSIONAL EMPLOYEES RET PLAN OFFICE & PROFESSIONAL EMPLOYEES RETIREMENT PLAN | PORTLAND OR | 2,658 | $34.5M | $11.7M |
| 8 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $11.4M |
| 9 | TELEVISION WISCONSIN, INC. MORGAN MURPHY MEDIA SAVINGS & PROFIT SHARING PLAN | MADISON WI | 533 | $61.8M | $10.7M |
| 10 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $9.6M |
