Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding American Funds Balanced Fund-R6 in their Schedule of Assets, totaling $533.5M 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 MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $353.0M |
| 2 | BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, UNITED ASSOCIATION UNION LOCAL NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY 401(K) PLAN | TUALATIN OR | 3,088 | $235.6M | $70.5M |
| 3 | BROWN PHYSICIANS, INC. |
PROVIDENCE RI |
| 1,424 |
| $326.3M |
| $31.2M |
| 4 | MOORE & VAN ALLEN PLLC MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 697 | $403.2M | $21.7M |
| 5 | LEVITON MANUFACTURING CO., INC. LEVITON MANUFACTURING CO., INC. RETIREMENT SAVINGS PLAN | MELVILLE NY | 2,466 | $442.2M | $13.9M |
| 6 | WALSH CONSTRUCTION COMPANY WALSH GROUP EMPLOYEES PROFIT SHARING PLAN | CHICAGO IL | 4,511 | $610.9M | $11.8M |
| 7 | THE WOODBRIDGE GROUP THE WOODBRIDGE GROUP RETIREMENT SAVINGS PLAN | TROY MI | 2,277 | $111.3M | $4.3M |
| 8 | NATIONAL MEDICAL SERVICES, INC. NATIONAL MEDICAL SERVICES, INC. 401(K) SAVINGS AND RETIREMENT PLAN | HORSHAM PA | 462 | $81.0M | $4.1M |
| 9 | R&L SPRING COMPANY R&L SPRING COMPANY 401(K) PLAN | LAKE GENEVA WI | 238 | $25.7M | $3.9M |
| 10 | NMC GROUP, INC. NMC GROUP, INC. 401(K) RETIREMENT PLAN | OMAHA NE | 795 | $79.3M | $2.9M |
