Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Funds Balanced Fund Class R-6 # in their Schedule of Assets, totaling $7.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ERGOTRON, INC. ERGOTRON 401(K) SAVINGS PLAN | EAGAN MN | 625 | $106.9M | $3.1M |
| 2 | UNIVERSAL PHOTONICS INC UNIVERSAL PHOTONICS INC 401(K) PROFIT SHARING PLAN & TRUST | CENTRAL ISLIP NY | 119 | $18.5M | $1.9M |
| 3 | ITERIS, INC. ITERIS, INC 401(K) AND STOCK OWNERSHIP PLAN |
SANTA ANA CA |
| 503 |
| $97.8M |
| $1.3M |
| 4 | MASSIMO ZANETTI BEVERAGE USA, INC. MASSIMO ZANETTI BEVERAGE USA, INC. 401(K) PLAN | SUFFOLK VA | 566 | $48.2M | $955K |
| 5 | WELOCALIZE, INC. WELOCALIZE, INC. 401(K) PLAN | NEW YORK NY | 992 | $39.5M | $440K |
| 6 | NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP NICOLAIDES FINK THORPE MICHAELIDES SULLIVAN LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 133 | $39.2M | $141K |
