Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds American Funds Balanced R6 - in their Schedule of Assets, totaling $38.7M 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 | ST. LAWRENCE HEALTH SYSTEM, INC. ST. LAWRENCE HEALTH SYSTEM 403(B) RETIREMENT PLAN | POTSDAM NY | 2,142 | $173.1M | $5.3M |
| 2 | MERRITT HOSPITALITY LLC HEI HOTELS AND RESORTS 401(K) PLAN | NORWALK CT | 10,066 | $198.2M | $5.0M |
| 3 | PLASTIC OMNIUM SAVINGS PLAN FOR EMPLOYEES OF PLASTIC OMNIUM AUTO EXTERIORS, L.L.C. |
ANDERSON SC |
| 1,992 |
| $61.6M |
| $4.9M |
| 4 | NAMAN HOWELL SMITH & LEE, PLLC NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST | WACO TX | 136 | $47.0M | $4.2M |
| 5 | WENDEL, LLC WENDEL 401K PLAN | WILLIAMSVILLE NY | 327 | $45.1M | $3.9M |
| 6 | NORTH STATE ELECTRICAL CONTRACTORS, INC. NORTH STATE ELECTRICAL CONTRACTORS, INC. 401(K) PLAN | RANCHO CORDOVA CA | 165 | $6.5M | $2.5M |
| 7 | REMINGTON HOTELS, LLC ASHFORD HOSPITALITY SERVICES 401(K) SAVINGS PLAN | DALLAS TX | 7,595 | $90.0M | $2.0M |
| 8 | OPTA GROUP LP OPTA GROUP LP 401(K) PLAN | NEW KENSINGTON PA | 502 | $34.9M | $1.7M |
| 9 | TRIMECH ACQUISITION CORP. TRIMECH 401(K) PLAN | GLEN ALLEN VA | 366 | $26.1M | $1.5M |
| 10 | FB FINANCIAL CORPORATION FIRSTBANK 401(K) SAVINGS PLAN & TRUST | NASHVILLE TN | 1,429 | $111.3M | $1.2M |
