American Funds American Funds American Balanced R6 --
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
249
Total parsed position
$436.9M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | 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 |
See all 249 plans holding American Funds American Funds American Balanced R6 --
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