Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds Balanced Fund R6 in their Schedule of Assets, totaling $22.1M 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 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. INTERIM RETIREMENT PLAN | COLUMBUS OH | 2,183 | $182.8M | $6.5M |
| 2 | AMERICAN PHYSICAL SOCIETY AMERICAN PHYSICAL SOCIETY DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | COLLEGE PARK MD | 359 | $142.7M | $4.0M |
| 3 |
CHARLOTTE NC |
| 477 |
| $109.4M |
| $2.2M |
| 4 | MATRIX TECHNOLOGIES, INC. MATRIX TECHNOLOGIES PROFIT SHARING & SAVINGS PLAN | MAUMEE OH | 302 | $80.3M | $2.0M |
| 5 | OHIO STATE UNIVERSITY PHYSICIANS, INC. OHIO STATE UNIVERSITY PHYSICIANS, INC. 403(B) TAX DEFERRED ANNUITY PLAN | COLUMBUS OH | 2,180 | $58.7M | $1.8M |
| 6 | JENCAP GROUP JENCAP GROUP 401(K) PLAN | NEW YORK NY | 1,128 | $110.9M | $1.6M |
| 7 | ROLAND MACHINERY COMPANY ROLAND MACHINERY COMPANY EMPLOYEE BENEFIT PLAN AND TRUST | SPRINGFIELD IL | 314 | $46.3M | $1.5M |
| 8 | MARCUS JEWISH COMMUNITY CENTER OF ATLANTA 403B THRIFT PLAN OF MARCUS JEWISH COMMUNITY CENTER OF ATLANTA, INC. | DUNWOODY GA | 99 | $12.5M | $878K |
| 9 | CREDIT UNION LOAN SOURCE, LLC CREDIT UNION LOAN SOURCE 401(K) PLAN | ALPHARETTA GA | 137 | $12.1M | $464K |
| 10 | PT FINANCIAL HOLDINGS, INC. PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 375 | $108.3M | $444K |
