Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding American Funds Balanced R6 in their Schedule of Assets, totaling $51.5M 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 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $18.1M |
| 2 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $10.8M |
| 3 | WRIGHT, LINDSEY & JENNINGS LLP |
LITTLE ROCK AR |
| 106 |
| $69.5M |
| $7.3M |
| 4 | WHITE EARTH RESERVATION TRIBAL COUNCIL WHITE EARTH COMMERCIAL 401(K) PLAN | MAHNOMEN MN | 667 | $30.2M | $4.0M |
| 5 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $3.1M |
| 6 | MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. MINNEAPOLIS RADIATION ONCOLOGY PHYSICIANS, P.A. 401(K) PLAN & TRUST | EDINA MN | 176 | $70.8M | $2.2M |
| 7 | CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. CARDIOVASCULAR ASSOCIATES OF THE DELAWARE VALLEY, P.A. 401(K) PROFIT SHARING PLAN | HADDON HEIGHTS NJ | 192 | $63.1M | $2.1M |
| 8 | MICROMERITICS INSTRUMENT CORPORATION MICROMERITICS 401(K) PLAN | NORCROSS GA | 258 | $24.6M | $1.8M |
| 9 | WESTERN CABINETS & AFFILIATES, INC. WESTERN CABINETS & AFFILIATES 401(K) PLAN | DALLAS TX | 617 | $13.8M | $1.5M |
| 10 | ESI-US HOLDINGS, INC. ESI-US HOLDINGS 401(K) PLAN | FARMINGTON HILLS MI | 57 | $33.5M | $272K |
