Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Balanced R6 Fund " in their Schedule of Assets, totaling $5.8M 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 | SARTORIUS CORPORATION SARTORIUS 401(K) SAVINGS PLAN | BOHEMIA NY | 1,461 | $218.2M | $2.5M |
| 2 | WORLD CLASS INDUSTRIES INC. WORLD CLASS INDUSTRIES INC EMPLOYEE'S PS 401(K) PLAN | HIAWATHA IA | 241 | $28.8M | $2.5M |
| 3 | AGIOS PHARMACEUTICALS AGIOS PHARMACEUTICALS 401(K) PLAN |
CAMBRIDGE MA |
| 491 |
| $106.2M |
| $453K |
| 4 | LEEPFROG TECHNOLOGIES, INC. LEEPFROG TECHNOLOGIES, INC. 401(K) PLAN | CORALVILLE IA | 139 | $13.9M | $229K |
| 5 | OAK HALL PRIVATE SCHOOL OAK HALL PRIVATE SCHOOL 403(B) DC AND TDA PLAN | GAINESVILLE FL | 154 | $22.8M | $113K |
| 6 | APICHA COMMUNITY HEALTH CENTER APICHA COMMUNITY HEALTH CENTER 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 126 | $4.2M | $22K |
