Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Empower Trust Company, LLC American Funds American Balanced R6 in their Schedule of Assets, totaling $2.9M 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 | WIGHTMAN & ASSOCIATES, INC. WIGHTMAN & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | BENTON HARBOR MI | 206 | $30.3M | $2.4M |
| 2 | NELLSON NUTRACEUTICAL, LLC NELLSON NUTRACEUTICAL, LLC EMPLOYEE SAVINGS & RETIREMENT PLAN | ANAHEIM CA | 640 | $43.1M | $298K |
| 3 | THE CUSTOM COMPANIES, INC. |
NORTHLAKE IL |
| 380 |
| $16.4M |
| $140K |
| 4 | PACIFIC GUARDIAN LIFE INSURANCE COMPANY LTD. PACIFIC GUARDIAN LIFE INSURANCE CO., LTD. 401(K) PLAN | HONOLULU HI | 113 | $23.6M | $89K |
| 5 | ONYX ENERGY, LLC ONYX ENERGY, LLC 401(K) PLAN | PRINCETON WV | 200 | $3.1M | $2K |
