Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding s American Funds American Funds American Balanced R6 — in their Schedule of Assets, totaling $27.4M 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 | FIVE ACRES-THE BOYS & GIRLS AID SOCIETY OF LA LOS ANGELES COUNTY FIVE ACRES 401(K) PLAN | ALTADENA CA | 369 | $24.9M | $12.1M |
| 2 | DANIEL RP MANAGEMENT, LLC DANIEL RP MANAGEMENT, LLC 401(K) PLAN | GREENSBORO GA | 888 | $29.5M | $6.8M |
| 3 | NUFARM AMERICAS INC. NUFARM AMERICAS, INC. RETIREMENT INCOME PLAN |
ALSIP IL |
| 473 |
| $105.3M |
| $3.0M |
| 4 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $2.3M |
| 5 | OPN ARCHITECTS, INC. OPN ARCHITECTS, INC. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 110 | $40.4M | $817K |
| 6 | ASMPT SMT USA, LLC ASMPT 401(K) PLAN | BILLERICA MA | 395 | $47.3M | $723K |
| 7 | TERLATO WINE GROUP, LTD. TERLATO WINE GROUP, LTD. SAVINGS AND RETIREMENT PLAN | LAKE BLUFF IL | 230 | $43.8M | $689K |
| 8 | AUTOMATED BUILDING SYSTEMS, INC. AUTOMATED BUILDING SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | GLASTONBURY CT | 97 | $15.4M | $270K |
| 9 | PYRAMEX SAFETY PRODUCTS, LLC PYRAMEX SAFETY PRODUCTS 401(K) | PIPERTON TN | 133 | $15.6M | $176K |
| 10 | SALEM MEDIA GROUP, INC. SALEM MEDIA GROUP, INC. EMPLOYEES 401(K) PLAN | CAMARILLO CA | 1,260 | $127.9M | $156K |
