Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Balanced Class R6 in their Schedule of Assets, totaling $1.7M 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 | ANGUS BARN, LTD, LLC ANGUS BARN 401(K) PROFIT SHARING PLAN | RALEIGH NC | 254 | $16.0M | $1.6M |
| 2 | THEISEN SUPPLY, INC. THEISEN'S ASSOCIATES 401(K) PLAN | DUBUQUE IA | 985 | $17.9M | $98K |
| 3 | WOMACK MACHINE SUPPLY, CO. WOMACK MACHINE SUPPLY, CO. RETIREMENT PLAN |
FARMERS BRANCH TX |
| 211 |
| $36.6M |
| $41K |
