Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds American Balanced Class R6 in their Schedule of Assets, totaling $528K 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 | HOSPICE BRAZOS VALLEY, INC. HOSPICE BRAZOS VALLEY, INC. ERISA 403(B) PLAN | BRYAN TX | 89 | $4.7M | $246K |
| 2 | GLOBAL IID PARENT, LLC GLOBAL IID 401(K) PLAN | GRAPEVINE TX | 636 | $23.0M | $176K |
| 3 | AMP ROBOTICS CORPORATION AMP ROBOTICS 401(K) PLAN |
LOUISVILLE CO |
| 126 |
| $6.1M |
| $75K |
| 4 | AJAX BUILDING COMPANY, LLC AJAX BUILDING COMPANY 401(K) PLAN | MIDWAY FL | 260 | $20.1M | $15K |
| 5 | HABITAT FOR HUMANITY OF THE CHARLOTTE REGION HABITAT FOR HUMANITY RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 211 | $6.2M | $12K |
| 6 | ROBINSON PAVING COMPANY, INC. ROBINSON PAVING COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST | COLUMBUS GA | 136 | $5.7M | $3K |
