Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Funds Global Balanced R6 in their Schedule of Assets, totaling $5.2M 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 | SAFT AMERICA INC. SAFT AMERICA INC. SAVINGS AND RETIREMENT PLAN | JACKSONVILLE FL | 903 | $160.0M | $2.7M |
| 2 | AURORA ORGANIC DAIRY CORP. AURORA ORGANIC DAIRY CORP. 401(K) PLAN | BOULDER CO | 786 | $29.6M | $1.6M |
| 3 | KALIHI-PALAMA HEALTH CENTER KALIHI-PALAMA HEALTH CENTER 401(K) RETIREMENT SAVINGS PLAN (002) |
HONOLULU HI |
| 215 |
| $12.9M |
| $672K |
| 4 | WHITE OAK GLOBAL ADVISORS, LLC THE WHITE OAK 401(K) PLAN | SAN FRANCISCO CA | 192 | $48.1M | $117K |
| 5 | HUDSON ENVELOPE OF NEW JERSEY LLC HUDSON ENVELOPE CORP. PROFIT SHARING PLAN | NORTHVALE NJ | 123 | $4.2M | $63K |
| 6 | ARAUJO BROS. PLUMBING & HEATING, INC. ARAUJO BROS. PLUMBING & HEATING, INC. PROFIT SHARING PLAN | NEW BEDFORD MA | 121 | $13.8M | $44K |
| 7 | FOUNDANT TECHNOLOGIES FOUNDANT TECHNOLOGIES 401(K) PLAN | BOZEMAN MT | 159 | $10.3M | $32K |
| 8 | ATLAS OIL COMPANY ATLAS OIL COMPANY 401(K) PLAN | BIRMINGHAM MI | 311 | $15.4M | $2K |
