Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding s American Funds American Balanced R6 in their Schedule of Assets, totaling $23.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HEICO HOLDING, INC. HEICO HOLDING, INC. 401(K) PLAN | WARRENVILLE IL | 5,714 | $437.5M | $18.8M |
| 2 | FEED MY STARVING CHILDREN FEED MY STARVING CHILDREN 401(K) PLAN | COON RAPIDS MN | 357 | $11.0M | $1.0M |
| 3 | WULCO, INC. WULCO, INC. RETIREMENT SAVINGS PLAN |
CINCINNATI OH |
| 212 |
| $20.5M |
| $1.0M |
| 4 | COMMUNITY TRUST BANCORP INC COMMUNITY TRUST BANCORP INC SAVINGS PLAN | PIKEVILLE KY | 937 | $84.4M | $963K |
| 5 | REDDI INDUSTRIES, INC. REDDI INDUSTRIES, INC. 401(K) PLAN | WICHITA KS | 187 | $6.4M | $868K |
| 6 | HEARTLAND CENTER FOR BEHAVIORAL CHA HEARTLAND CENTER FOR BEHAVIORAL CHANGE 401(K) PLAN | KANSAS CITY MO | 158 | $1.8M | $344K |
| 7 | RISK THEORY MANAGEMENT, LLC RISK THEORY MANAGEMENT, LLC 401(K) PLAN | ADDISON TX | 432 | $12.6M | $165K |
| 8 | DRURY HOTELS COMPANY, LLC DRURY TEAM MEMBER SAVINGS PLAN | ST. LOUIS MO | 5,819 | $117.1M | $146K |
| 9 | SYNTERRA SYNTERRA 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 89 | $10.9M | $132K |
| 10 | HALLMARK BUILDING SUPPLIES, INC. HALLMARK BUILDING SUPPLIES, INC. 401(K) PLAN | WAUKESHA WI | 125 | $11.9M | $128K |
