Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding American Funds American Funds American Balanced R6 - in their Schedule of Assets, totaling $9.0M 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 | BEVERLY HOSPITAL BEVERLY HOSPITAL MATCHING SAVINGS PLAN | MONTEBELLO CA | 219 | $41.0M | $5.8M |
| 2 | TPC WIRE & CABLE CORP. TPC WIRE & CABLE CORP. 401(K) RETIREMENT SAVINGS PLAN | MACEDONIA OH | 720 | $23.2M | $806K |
| 3 | BLUEHALO CYBER SOLUTIONS, LLC ASYMMETRIK, LTD. 401(K) PROFIT SHARING PLAN |
ANNAPOLIS JUNCTION MD |
| 0 |
| $0 |
| $432K |
| 4 | FIRELANDS REGIONAL HEALTH SYSTEM FIRELANDS REGIONAL HEALTH SYSTEM 401(K) PLAN | SANDUSKY OH | 1,762 | $59.6M | $424K |
| 5 | FRESNO ECONOMIC OPPORTUNITIES COMMISSION D/B/A FRESNO ECONOMIC FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION PENSION PLAN | FRESNO CA | 729 | $32.3M | $320K |
| 6 | YINLUN TDI, LLC YINLUN TDI 401(K) PLAN | RANCHO CUCAMONGA CA | 160 | $11.8M | $244K |
| 7 | FREDERICKSBURG CHRISTIAN EDUCATIONAL SERVICES, INC. FREDERICKSBURG CHRISTIAN SCHOOL 401(K) PLAN | FREDERICKSBURG VA | 171 | $5.4M | $220K |
| 8 | DEFENDERS OF WILDLIFE DEFENDERS OF WILDLIFE PENSION PLAN | WASHINGTON DC | 108 | $11.9M | $129K |
| 9 | PDQ ENTERPRISES, INC. PDQ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 247 | $14.3M | $125K |
| 10 | FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION D/B/A FRESNO ECONOMIC FRESNO COUNTY ECONOMIC OPPORTUNITIES COMMISSION 403(B) PLAN | FRESNO CA | 1,146 | $5.7M | $123K |
