Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding T. Rowe Price American Funds American Balanced R6 in their Schedule of Assets, totaling $2.6M 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 | SANDERS INDUSTRIES HOLDINGS, INC. SANDERS INDUSTRIES HOLDINGS, INC. 401(K) PLAN | LONG BEACH CA | 614 | $29.5M | $1.7M |
| 2 | CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. CENTRAL VALLEY INDIAN HEALTH SERVICES, INC. 401(K) PLAN | CLOVIS CA | 133 | $20.0M | $933K |
| 3 | MBS HIGHWAY, LLC |
HOLMDEL NJ |
| 81 |
| $4.2M |
| $20K |