Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds American Balanced R6 N/R in their Schedule of Assets, totaling $33.3M 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 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $25.1M |
| 2 | ST. PETERS HEALTH ST. PETER'S HOSPITAL 403(B) TAX DEFERRED SAVINGS PLAN | HELENA MT | 1,848 | $130.1M | $2.9M |
| 3 | PACIFIC CRANE MAINTENANCE COMPANY, L.L.C. |
LONG BEACH CA |
| 140 |
| $42.5M |
| $1.5M |
| 4 | GOODWILL INDUSTRIES-MANASOTA, INC. GOODWILL INDUSTRIES-MANASOTA, INC. RETIREMENT PLAN | BRADENTON FL | 1,500 | $5.5M | $1.2M |
| 5 | SYMPHONY CORPORATION SYMPHONY CORPORATION RETIREMENT SAVINGS PLAN | MADISON WI | 105 | $9.8M | $846K |
| 6 | THE PHILADELPHIA CONTRIBUTIONSHIP FOR THE INSURANCE OF HOUSES FROM LOS THE CONTRIBUTIONSHIP INSURANCE COMPANIES THRFIT PLAN | PHILADELPHIA PA | 113 | $31.1M | $693K |
| 7 | CHELSEA JEWISH LIFECARE, INC. LEGACY LIFECARE 403(B) PLAN | CHELSEA MA | 1,779 | $36.8M | $477K |
| 8 | NEXUS BRANDS GROUP, INC. NEXUS BRANDS RETIREMENT PLAN | ORANGE CA | 303 | $7.1M | $351K |
| 9 | NAVA PBC NAVA 401(K) PLAN | WASHINGTON DC | 379 | $26.9M | $146K |
| 10 | HICKORY FARMS, LLC THE HICKORY FARMS EMPLOYEE SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 115 | $11.2M | $124K |
