Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds Balanced Fund R6 Mutual fund - in their Schedule of Assets, totaling $14.2M 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 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $6.0M |
| 2 | ATLASSIAN US, INC. ATLASSIAN 401(K) PLAN | SAN FRANCISCO CA | 5,032 | $750.2M | $2.1M |
| 3 | IQOR, INC. IQOR RETIREMENT SAVINGS PLAN | ST. PETERSBURG FL |
| 2,725 |
| $48.5M |
| $1.5M |
| 4 | AIRCRAFT OWNERS AND PILOTS ASSOCIATION AOPA EMPLOYEES' 401(K) RETIREMENT PLAN | FREDERICK MD | 191 | $63.5M | $1.4M |
| 5 | INLINE PLASTICS CORP. INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN | SHELTON CT | 716 | $39.6M | $1.3M |
| 6 | STONEMOR INC DBA EVERSTORY PARTNERS EVERSTORY PARTNERS RETIREMENT PLAN | ALTAMONTE SPRINGS FL | 2,262 | $39.8M | $786K |
| 7 | BURKES MECHANICAL, INC. BURKES MECHANICAL, INC. 401(K) PLAN | BRENT AL | 617 | $27.7M | $743K |
| 8 | STONEEAGLE, F&I, INC. STONEEAGLE, F&I, INC. 401K PLAN | RICHARDSON TX | 173 | $13.6M | $369K |
| 9 | GILL ST. BERNARD'S SCHOOL GILL ST. BERNARD'S DC RETIREMENT PLAN | GLADSTONE NJ | 219 | $46.3M | $104K |
| 10 | TLC PROPERTY MANAGEMENT DBA TLC PROPERTY SERVICES TLC PROPERTY SERVICES 401(K) PLAN | SPRINGFIELD MO | 176 | $1.7M | $1K |
