Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Balanced Fd R6 in their Schedule of Assets, totaling $1.1M 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 | CARTHAGE COLLEGE CARTHAGE COLLEGE DEFINED CONTRIBUTION PLAN | KENOSHA WI | 510 | $131.4M | $506K |
| 2 | AMON CARTER MUSEUM OF WESTERN ART AMON CARTER MUSEUM OF WESTERN ART RETIREMENT PLAN | FORT WORTH TX | 90 | $27.9M | $445K |
| 3 | THE COLLEGE PREPARATORY SCHOOL |
OAKLAND CA |
| 93 |
| $49.7M |
| $131K |
| 4 | GOOD HOPE COUNTRY DAY SCHOOL, INC. GOOD HOPE COUNTRY DAY SCHOOL, INC. DEFINED CONTRIBUTION PLAN | KINGSHILL VI | 54 | $8.0M | $18K |
| 5 | FOXCROFT ACADEMY FOXCROFT ACADEMY 403(B) DC AND TDA PLAN | DOVER-FOXCROFT ME | 74 | $5.1M | $5K |
