Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 262 U.S. retirement plans report holding American Funds American Funds American Balanced R6 -- in their Schedule of Assets, totaling $444.0M 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 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $45.2M |
| 2 | TATA AMERICA INTERNATIONAL CORPORATION TCS 401(K) PLAN | EDISON NJ | 48,941 | $2.4B | $34.4M |
| 3 | SCHOOLSFIRST FEDERAL CREDIT UNION SCHOOLSFIRST FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN |
TUSTIN CA |
| 2,905 |
| $440.1M |
| $33.0M |
| 4 | APRIO HOLDINGS LLC APRIO EMPLOYEES RETIREMENT PLAN | ATLANTA GA | 1,652 | $218.1M | $23.0M |
| 5 | LEE HEALTH SYSTEM, INC. LEE HEALTH SYSTEM 403(B) RETIREMENT PLAN | FORT MYERS FL | 17,223 | $1.3B | $20.2M |
| 6 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $20.1M |
| 7 | PHYSICIANS ALLIANCE OF CONNECTICUT, LLC PHYSICIANS ALLIANCE OF CONNECTICUT, LLC RETIREMENT PLAN | BRANFORD CT | 360 | $63.8M | $14.5M |
| 8 | MIDCONTINENT COMMUNICATIONS DBA MIDCO MIDCO 401(K) PLAN | MINNEAPOLIS MN | 1,752 | $179.1M | $11.9M |
| 9 | STRIKE TECHNOLOGIES LLC STRIKE TECHNOLOGIES LLC 401(K) PLAN | NEW YORK NY | 238 | $37.5M | $11.7M |
| 10 | ADIRONDACK MEDICAL CENTER DBA ADIRONDACK HEALTH THE ADIRONDACK HEALTH TAX DEFERRED ANNUITY PLAN | SARANAC LAKE NY | 837 | $102.1M | $10.4M |
