Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Capital Research and Mgmt Co American Funds American Balanced R6 Fund in their Schedule of Assets, totaling $6.4M 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 | U.S. LUMBER GROUP LLC U.S. LUMBER GROUP, LLC 401(K) PLAN | DULUTH GA | 3,926 | $214.0M | $2.6M |
| 2 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL COMMUNITY HOSPITAL 403(B) PLAN | GRAND JUNCTION CO | 1,425 | $70.2M | $1.4M |
| 3 | KMS SOLUTIONS, LLC KMS SOLUTIONS, LLC 401(K) PLAN |
ALEXANDRIA VA |
| 271 |
| $21.1M |
| $712K |
| 4 | SUBSYSTEM TECHNOLOGIES, INC. SUBSYSTEM TECHNOLOGIES, INC. 401(K) PLAN | ARLINGTON VA | 241 | $18.0M | $589K |
| 5 | INDEPENDENT GROUP HOME LIVING PROGRAM, INC. 403(B) RETIREMENT PLAN FOR IGHL & CDD | EAST MORICHES NY | 3,448 | $57.2M | $367K |
| 6 | FEARLESS SOLUTIONS, LLC EMPLOYEE BENEFIT PLAN OF FEARLESS SOLUTIONS, LLC | BALTIMORE MD | 258 | $23.0M | $321K |
| 7 | MAXWELL GROUP INC. SENIOR LIVING COMMUNITIES 401K PLAN | CHARLOTTE NC | 2,495 | $31.3M | $200K |
| 8 | SOUTHWEST HUMAN DEVELOPMENT, INC. SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN | PHOENIX AZ | 730 | $44.2M | $127K |
