Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s American Funds Balanced R6 Fund # in their Schedule of Assets, totaling $10.1M 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 | SUBARU DISTRIBUTORS CORP SUBARU DISTRIBUTORS CORP. RETIREMENT PLAN AND TRUST | ORANGEBURG NY | 458 | $93.7M | $7.0M |
| 2 | PATRICK INDUSTRIES, INC. PATRICK INDUSTRIES, INC. 401(K) EMPLOYEE SAVINGS PLAN | ELKHART IN | 7,812 | $157.0M | $3.1M |
| 3 | WOODCREST SERVICES, INC. AUTOTEC 401(K) PLAN |
BIRMINGHAM AL |
| 126 |
| $23.5M |
| $20K |
