Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Amfds Am Bal R6 in their Schedule of Assets, totaling $2.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | REHMANN LLC REHMANN LLC 401K PLAN | SAGINAW MI | 1,009 | $217.2M | $1.7M |
| 2 | SOUTHWEST COMMUNITY HEALTH CENTER, INC. SOUTHWEST COMMUNITY HEALTH CENTER, INC. 403(B) PLAN | BRIDGEPORT CT | 317 | $10.5M | $544K |
| 3 | GOODWILL INDUSTRIES OF MIDDLE GEORGIA GOODWILL INDUSTRIES OF MIDDLE GA 401(K) P/S PLAN |
MACON GA |
| 1,291 |
| $7.5M |
| $463K |
| 4 | THE DR MIRIAM AND SHELDON G ADELSON EDUCATIONAL INSTITUTE THE DR. MIRIAM AND SHELDON G ADELSON EDUCATIONAL INSTITUTE 403(B) ERISA PLAN | LAS VEGAS NV | 225 | $9.1M | $15K |
