Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding American Funds Balanced R6 " in their Schedule of Assets, totaling $104.6M 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 | ORTHOPEDIC ONE, INC. ORTHOPEDIC ONE, INC. 401(K) PLAN | WESTERVILLE OH | 699 | $152.0M | $18.5M |
| 2 | HOVNANIAN ENTERPRISES, INC. HOVNANIAN SAVINGS AND INVESTMENT RETIREMENT PLAN | MATAWAN NJ | 1,967 | $438.8M | $18.1M |
| 3 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN |
ST. PAUL MN |
| 1,408 |
| $204.0M |
| $10.8M |
| 4 | RILEY CREEK LUMBER COMPANY IDAHO FOREST GROUP LLC 401(K) PLAN | COEUR DALENE ID | 1,276 | $118.6M | $8.0M |
| 5 | WRIGHT, LINDSEY & JENNINGS LLP WRIGHT, LINDSEY & JENNINGS LLP PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 106 | $69.5M | $7.3M |
| 6 | AIRLINE TARIFF PUBLISHING CO. ATPCO 401 (K) SAVINGS PLAN | HENDON VA | 401 | $146.1M | $4.4M |
| 7 | RICART AUTOMOTIVE PERSONNEL, INC. RICART EMPLOYEES 401(K) PLAN | GROVEPORT OH | 758 | $36.2M | $4.2M |
| 8 | WHITE EARTH RESERVATION TRIBAL COUNCIL WHITE EARTH COMMERCIAL 401(K) PLAN | MAHNOMEN MN | 667 | $30.2M | $4.0M |
| 9 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $3.1M |
| 10 | CH HOLDINGS USA, INC. CH HOLDINGS, INC. 401(K) SALARY AND PROFIT SHARING PLAN | ST. LOUIS MO | 250 | $97.6M | $3.0M |
