Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds Balanced Fund Class R6 Mutual fund in their Schedule of Assets, totaling $32.7M 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 | TOTALENERGIES FINANCE USA, INC TOTALENERGIES FINANCE USA, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 2,475 | $788.4M | $28.7M |
| 2 | GEOVERA HOLDINGS, INC. GEOVERA HOLDINGS, INC. 401(K) PLAN | FAIRFIELD CA | 24 | $44.7M | $3.2M |
| 3 | P.W. GILLIBRAND CO., INC. P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN |
SIMI VALLEY CA |
| 215 |
| $25.2M |
| $334K |
| 4 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES EMPLOYEES RETIREMENT PLAN | CHADRON NE | 195 | $5.1M | $249K |
| 5 | SOMIC AMERICA, INC. SOMIC AMERICA, INC. 401(K) PLAN | BREWER ME | 562 | $25.9M | $163K |
