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 R6 Fund in their Schedule of Assets, totaling $53.5M 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 | HANKEY INVESTMENT COMPANY LP HG 401(K) PLAN | LOS ANGELES CA | 3,742 | $108.4M | $47.1M |
| 2 | RESTAURANT SUPPLY CHAIN SOLUTIONS, LLC RESTAURANT SUPPLY CHAIN SOLUTIONS RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 178 | $52.1M | $3.2M |
| 3 | T & W TIRE COMPANY T&W TIRE 401(K) PROFIT SHARING PLAN |
OKLAHOMA CITY OK |
| 451 |
| $25.0M |
| $879K |
| 4 | ARMSTRONG COUNTY MEMORIAL HOSPITAL ACMH 403(B) DEFINED CONTRIBUTION PLAN | KITTANNING PA | 945 | $76.1M | $627K |
| 5 | WEHRUNG'S LUMBER & HOME CENTER, INC. WEHRUNG'S LUMBER & HOME CENTER, INC. PROFIT SHARING PLAN | OTTSVILLE PA | 177 | $9.4M | $562K |
| 6 | REGED, INC. REGED 401(K) PLAN | MORRISVILLE NC | 364 | $37.3M | $485K |
| 7 | DAVIS-MOORE AUTOMOTIVE, INC. DAVIS-MOORE AUTOMOTIVE, INC. SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WICHITA KS | 167 | $19.8M | $206K |
| 8 | I2C SYNERGY, INC. I2C SYNERGY, INC 401(K) PROFIT SHARING PLAN | WARMINSTER PA | 149 | $29.0M | $110K |
| 9 | CAR SOUND EXHAUST SYSTEM, INC. CAR SOUND EXHAUST SYSTEM, INC. 401(K) PROFIT SHARING PLAN | OCEANSIDE CA | 271 | $39.6M | $99K |
| 10 | HIRSCH ELECTRIC, LLC. HIRSCH ELECTRIC, LLC. 401 K PROFIT SHARING PLAN | BALTIMORE MD | 120 | $8.8M | $97K |
