Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds Balanced R6 Mutual fund in their Schedule of Assets, totaling $26.0M 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 | JOYSON SAFETY SYSTEMS ACQUISITIONS, LLC JOYSON SAFETY SYSTEMS 401(K) PLAN | AUBURN HILLS MI | 965 | $365.8M | $8.2M |
| 2 | THE TRUST FOR PUBLIC LAND THE TRUST FOR PUBLIC LAND TAX-DEFERRED RETIREMENT PLAN | SAN FRANCISCO CA | 383 | $95.4M | $4.7M |
| 3 | TNHC REALTY AND CONSTRUCTION, INC. |
IRVINE CA |
| 365 |
| $35.9M |
| $4.0M |
| 4 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $1.4M |
| 5 | CHASE CORPORATION CHASE CORPORATION 401(K) PLAN | WESTWOOD MA | 500 | $49.4M | $1.4M |
| 6 | POSITIVE BEGINNINGS, INC. POSITIVE BEGINNINGS, INC. PROFIT SHARING PLAN | FLUSHING NY | 154 | $17.4M | $1.3M |
| 7 | WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTH CASCADE HEALTH 401(K) RETIREMENT PLAN | EUGENE OR | 253 | $16.8M | $1.2M |
| 8 | CREAM-O-LAND DAIRY, INC. CREAM-O-LAND DAIRY, INC. 401(K) PLAN | FLORENCE NJ | 476 | $12.1M | $866K |
| 9 | AHA CONSULTING ENGINEERS, INC. AHA CONSULTING ENGINEERS, INC. 401K & PROFIT SHARING PLAN | BURLINGTON MA | 112 | $42.6M | $694K |
| 10 | WM. T. BURNETT HOLDING LLC WM. T. BURNETT 401(K) RETIREMENT PLAN | BALTIMORE MD | 381 | $25.7M | $416K |
