Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds Balanced Fd R6 Mutual fund in their Schedule of Assets, totaling $3.2M 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 | THE SIMONS FOUNDATION, INC. THE SIMONS FOUNDATION, INC. 401(K) PLAN | NEW YORK NY | 536 | $119.9M | $1.9M |
| 2 | POLY PREP COUNTRY DAY SCHOOL POLY PREP COUNTRY DAY SCHOOL DEFINED CONTRIBUTION PLAN | BROOKLYN NY | 263 | $103.0M | $369K |
| 3 | CHINESE AMERICAN INTERNATIONAL SCHOOL |
SAN FRANCISCO CA |
| 126 |
| $29.6M |
| $324K |
| 4 | UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. UNIVERSITY AUXILIARY SERVICES AT ALBANY, INC. 401(A) DC PLAN | ALBANY NY | 27 | $9.1M | $156K |
| 5 | CAPE COD ACADEMY CAPE COD ACADEMY DC RETIREMENT PLAN | OSTERVILLE MA | 47 | $13.8M | $119K |
| 6 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 691 | $47.8M | $117K |
| 7 | GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC. GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN | ORLANDO FL | 1,735 | $13.6M | $117K |
| 8 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 601 | $34.2M | $93K |
| 9 | VILLA MARIA COLLEGE OF BUFFALO VILLA MARIA COLLEGE OF BUFFALO RETIREMENT PLAN | BUFFALO NY | 88 | $9.0M | $3K |
