Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Funds American Balanced R6 n/a in their Schedule of Assets, totaling $27.3M 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 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 403B TAX SHELTERED SAVINGS PLAN | HARRISBURG PA | 7,231 | $521.1M | $8.6M |
| 2 | FAITH REGIONAL HEALTH SERVICES FAITH REGIONAL HEALTH SERVICES TAX DEFERRED ANNUITY PLAN | NORFOLK NE | 1,367 | $103.7M | $5.3M |
| 3 | FAITH REGIONAL HEALTH SERVICES |
NORFOLK NE |
| 1,337 |
| $62.0M |
| $3.5M |
| 4 | AIRLITE PLASTICS CO. THE 401(K) PLAN AND EMPLOYEE TRUST OF AIRLITE PLASTICS CO. | OMAHA NE | 1,530 | $80.8M | $2.6M |
| 5 | UPMC PINNACLE PINNACLE HEALTH SYSTEM 401(K) PLAN | HARRISBURG PA | 1,089 | $80.6M | $1.8M |
| 6 | COMMUNITY HOSPITAL COMMUNITY HOSPITAL EMPLOYEES PENSION PLAN | MCCOOK NE | 328 | $27.5M | $1.4M |
| 7 | COATES FIELD SERVICE, INC. COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN | OKLAHOMA CITY OK | 210 | $15.1M | $1.1M |
| 8 | COMMUNITY HOSPITAL COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | MCCOOK NE | 377 | $16.5M | $898K |
| 9 | ROYAL BUSINESS BANK ROYAL BUSINESS BANK 401K PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 372 | $25.0M | $753K |
| 10 | ADVANCED COMPOSITES, INC. ADVANCED COMPOSITES, INC. 401(K) RETIREMENT PLAN | SIDNEY OH | 491 | $53.2M | $535K |
