Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Funds American Balanced FundClass R6 in their Schedule of Assets, totaling $44.9M 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 | HEALTH FIRST SHARED SERVICES, INC. HEALTH FIRST RETIREMENT SAVINGS PLAN | MELBOURNE FL | 9,278 | $903.0M | $39.6M |
| 2 | PRINT MANAGEMENT PARTNERS, INC. DBA GO2 PARTNERS GO2 PARTNERS PROFIT SHARING AND STOCK OWNERSHIP PLAN | DOWNERS GROVE IL | 153 | $24.4M | $1.8M |
| 3 | HEALTH FIRST, INC. |
MELBOURNE FL |
| 252 |
| $22.6M |
| $1.5M |
| 4 | GENTHERM INCORPORATED GENTHERM RETIREMENT SAVINGS PLAN | NOVI MI | 502 | $61.8M | $607K |
| 5 | TOTAL RESPIRATORY & REHAB INC TOTAL RESPIRATORY & REHAB INC 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 168 | $4.9M | $327K |
| 6 | MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC MEDICAL HEALTH ASSOCIATES OF WESTERN NEW YORK, PLLC 401 (K) AND PROFIT SHARING PLAN | WILLIAMSVILLE NY | 200 | $29.1M | $294K |
| 7 | KBKG, INC. KBKG, INC 401(K) PROFIT SHARING PLAN | PASADENA CA | 138 | $17.9M | $219K |
| 8 | SPRING-GREEN ENTERPRISES, INC. SPRING-GREEN LAWN CARE CORP. SAVINGS AND INVESTMENT PLAN AND TRUST | PLAINFIELD IL | 168 | $13.0M | $193K |
| 9 | STAR LEASING COMPANY, LLC STAR LEASING COMPANY, LLC 401(K) PLAN | COLUMBUS OH | 561 | $28.8M | $146K |
| 10 | LION ELASTOMERS LLC UNION LION ELASTOMERS LLC 401(K) PLAN FOR UNION EMPLOYEES | PORT NECHES TX | 182 | $21.3M | $146K |
