Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Amfds Am Bal R6 Mutual Funds in their Schedule of Assets, totaling $7.2M 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 | MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON WI | 569 | $108.0M | $6.1M |
| 2 | LACALLE GROUP, LLC LACALLE GROUP, LLC 401(K) PROFIT SHARING PLAN | AUSTIN TX | 150 | $20.9M | $576K |
| 3 | THE MIND GYM USA INC THE MIND GYM USA INC 401(K) PROFIT SHARING PLAN AND TRUST |
NEW YORK NY |
| 68 |
| $10.2M |
| $275K |
| 4 | THE PORTOPICCOLO GROUP LLC THE EMPLOYEES RETIREMENT PLAN | ENGLEWOOD CLIFFS NJ | 5,615 | $461K | $169K |
| 5 | SAN DIEGO COASTAL MEDICAL GROUP, INC. SCRIPPS COASTAL MEDICAL GROUP, INC. RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 286 | $136.5M | $52K |
