Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds American Funds American Balanced Fund R6 # in their Schedule of Assets, totaling $41.2M 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 | HERE NORTH AMERICA, LLC HERE NORTH AMERICA, LLC RETIREMENT SAVINGS AND INVESTMENT PLAN | CHICAGO IL | 780 | $466.2M | $25.2M |
| 2 | H.F. LENZ COMPANY H.F. LENZ COMPANY 401(K) AND PROFIT SHARING PLAN | JOHNSTOWN PA | 196 | $55.9M | $2.6M |
| 3 | INFIRST BANK INFIRST BANK 401(K) PROFIT SHARING PLAN |
INDIANA PA |
| 113 |
| $11.5M |
| $2.4M |
| 4 | VIRGINIA WOMENS CENTER, INC. VIRGINIA WOMEN'S CENTER, INC. 401(K) PLAN | RICHMOND VA | 354 | $48.3M | $2.1M |
| 5 | ARTIVION, INC. ARTIVION, INC. PROFIT SHARING 401(K) PLAN | KENNESAW GA | 736 | $101.7M | $1.4M |
| 6 | DIODES INCORPORATED DIODES INCORPORATED 401(K) PLAN AND TRUST | PLANO TX | 420 | $127.5M | $1.1M |
| 7 | E & B NATURAL RESOURCES MANAGEMENT CORP. E & B NATURAL RESOURCES MANAGEMENT CORP. 401(K) PLAN | BAKERSFIELD CA | 259 | $21.3M | $1.1M |
| 8 | VERDESIAN LIFE SCIENCES, LLC VERDESIAN LIFE SCIENCES 401(K) PROFIT SHARING PLAN | CARY NC | 350 | $26.3M | $1.0M |
| 9 | LOGS LEGAL GROUP LLP LOGS LEGAL NETWORK 401(K) PLAN | BANNKOCKBURN IL | 478 | $42.1M | $994K |
| 10 | BLUE MAX TRUCKING, INC. BLUE MAX TRUCKING, INC. 401(K) PLAN | CHARLOTTE NC | 251 | $5.2M | $731K |
