Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Amfds Am Bal R6 Mutual Fund in their Schedule of Assets, totaling $4.4M 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 | STRUCTURAL STEEL SERVICES, INC. STRUCTURAL STEEL SERVICES, INC.401(K) RETIREMENT PLAN | MERIDIAN MS | 150 | $20.7M | $2.3M |
| 2 | KOAM ENGINEERING SYSTEMS, INC. KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 152 | $20.3M | $770K |
| 3 | CITRUS HEALTH NETWORK, INC |
HIALEAH FL |
| 1,297 |
| $7.8M |
| $475K |
| 4 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $298K |
| 5 | GEIS CONSTRUCTION, INC. GEIS CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | STREETSBORO OH | 106 | $14.7M | $290K |
| 6 | WESTSTAR BANK WESTSTAR BANK 401(K) PLAN | EL PASO TX | 329 | $26.5M | $281K |
| 7 | SANIBEL CAPTIVA BEACH RESORTS, LLC SANIBEL CAPTIVA BEACH RESORTS, LLC | CAPTIVA ISLAND FL | 112 | $3.5M | $9K |
| 8 | METHODIST HOSPITAL OF SOUTHERN CA METHODIST HOSPITAL OF SOUTHERN CALIFORNIA RETIREMENT SAVINGS PLAN | ARCADIA CA | 182 | $202.4M | $3K |
