Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Balanced Fund® Class R-6 in their Schedule of Assets, totaling $3.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEASE BELL CPAS, LLC PEASE BELL CPAS, LLC 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 115 | $15.1M | $2.3M |
| 2 | HEP SERVICES LLC HOWARD ENERGY PARTNERS 401(K) PLAN | SAN ANTONIO TX | 398 | $42.1M | $463K |
| 3 | TENNSMITH HOLDINGS INC. TENNSMITH HOLDINGS INC. EMPLOYEE SAVINGS & PROFIT SHARING PLAN |
MCMINNVILLE TN |
| 116 |
| $7.0M |
| $131K |
| 4 | OPTERRA SOLUTIONS, INC. OPTERRA SOLUTIONS, INC. 401(K) | LEXINGTON SC | 288 | $10.7M | $103K |
| 5 | IMAGINE BELIEVE REALIZE LLC IMAGINE BELIEVE REALIZE LLC 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 259 | $14.5M | $43K |
| 6 | MARY T. INC. MARY T. INC. 401(K) SAVINGS PLAN | COON RAPIDS MN | 620 | $11.3M | $26K |
