Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding American Funds American Funds Am Balanced R6 in their Schedule of Assets, totaling $35.2M 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 | BRASKEM AMERICA, INC. BRASKEM RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 782 | $230.0M | $10.8M |
| 2 | RANGE GENERATION NEXT LLC RGNEXT 401K PLAN | MELBOURNE FL | 933 | $112.4M | $3.8M |
| 3 | SEI-SERVICES, LLC SEI 401(K) PLAN | CINCINNATI OH |
| 597 |
| $89.0M |
| $2.7M |
| 4 | SEI-SERVICES LLC SEI-SERVICES LLC 401K PLAN | CINCINNATI OH | 515 | $53.3M | $2.5M |
| 5 | CIVISTA BANCSHARES, INC. SAVINGS AND RETIREMENT PLAN FOR CIVISTA BANCSHARES, INC. AND AFFILIATES | SANDUSKY OH | 521 | $65.3M | $2.0M |
| 6 | CLEVER DEVICES LTD. CLEVER DEVICES LTD. 401(K) PLAN | WOODBURY NY | 442 | $73.0M | $1.8M |
| 7 | RICHARDS MFG CO SALES LLC RICHARDS MANUFACTURING 401(K) PLAN | IRVINGTON NJ | 349 | $75.1M | $1.5M |
| 8 | RICHARDS MANUFACTURING CO. RICHARDS MANUFACTURING 401(K) PLAN | IRVINGTON NJ | 326 | $65.1M | $1.4M |
| 9 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $1.3M |
| 10 | FIRST COMMERCE CREDIT UNION FIRST COMMERCE CREDIT UNION PROFIT SHARING 401(K) | TALLAHASSEE FL | 147 | $17.5M | $931K |
