Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds Balanced Fund Class R6 in their Schedule of Assets, totaling $14.6M 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 | CHICAGO TUBE AND IRON COMPANY CHICAGO TUBE AND IRON CO. EMPLOYEES' PROFIT SHARING & 401(K) SAVINGS PLAN | ROMEOVILLE IL | 341 | $59.6M | $5.0M |
| 2 | RIDGEWAY PLUMBING, INC. RIDGEWAY PLUMBING, INC. 401(K) PROFIT SHARING PLAN | BOYTON BEACH FL | 645 | $28.1M | $1.9M |
| 3 | SPECIALTY STEEL WORKS INCORPORATED |
HAMMOND IN |
| 221 |
| $50.9M |
| $1.8M |
| 4 | TATA CONSUMER PRODUCTS US HOLDINGS, INC. TATA CONSUMER PRODUCTS 401(K) PLAN | WOODCLIFF LAKE NJ | 161 | $16.7M | $1.6M |
| 5 | W.S. DARLEY & CO. W. S. DARLEY & CO. EMPLOYEE'S PROFIT SHARING 401(K) PLAN | ITASCA IL | 214 | $44.7M | $1.2M |
| 6 | BD OF TRUSTEES - INDIANA PIPE TRADES DFND CONT PENSION PLAN INDIANA PIPE TRADES DEFINED CONTRIBUTION PENSION PLAN | TERRE HAUTE IN | 1,459 | $91.8M | $853K |
| 7 | SPECIALTY STEEL WORKS INCORPORATED SPECIALTY STEEL WORKS INCORPORATED UNION 401(K) RETIREMENT SAVINGS PLAN | HAMMOND IN | 417 | $25.5M | $727K |
| 8 | DANSU, INC. EQUITEC GROUP 401(K) PLAN | CHICAGO IL | 55 | $16.0M | $612K |
| 9 | SIGMAPHARM LABORATORIES, LLC SIGMAPHARM LABORATORIES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | BENSALEM PA | 85 | $12.9M | $293K |
| 10 | IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM NC | 81 | $21.1M | $202K |
