Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding The American Funds Amer Funds Amer Bal R6 Fd in their Schedule of Assets, totaling $6.7M 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 | CNHI, LLC CNHI, LLC 401(K) PLAN | MONTGOMERY AL | 565 | $64.2M | $2.9M |
| 2 | MEDICAL KNOWLEDGE GROUP LLC MEDICAL KNOWLEDGE GROUP 401(K) PLAN | NEW YORK NY | 616 | $60.2M | $628K |
| 3 | ABBOTT CONSTRUCTION LLC ABBOTT CONSTRUCTION 401(K) PLAN AND TRUST |
SEATTLE WA |
| 247 |
| $33.2M |
| $568K |
| 4 | ORIANA HOUSE, INC. ORIANA HOUSE, INC. 403(B) RETIREMENT PLAN | AKRON OH | 798 | $24.5M | $568K |
| 5 | THE GEOLOGICAL SOCIETY OF AMERICA THE GEOLOGICAL SOCIETY OF AMERICA RETIREMENT PLAN | BOULDER CO | 61 | $15.2M | $528K |
| 6 | SEVERSON GROUP, INCORPORATED SEVERSON GROUP 401(K) PLAN | LOS ALAMITOS CA | 144 | $26.6M | $387K |
| 7 | TWD ASSOCIATES, INC. TWD & ASSOCIATES, INC. 401(K) PLAN | ALEXANDRIA VA | 65 | $15.8M | $296K |
| 8 | COMPUTER INTEGRATION TECHNOLOGIES, INC. CIT, INC. 401(K) PLAN | WOODBURY MN | 155 | $17.1M | $220K |
| 9 | THE PLEXUS GROUPE LLC THE PLEXUS GROUPE LLC 401(K) PROFIT SHARING PLAN | DEER PARK IL | 154 | $27.3M | $205K |
| 10 | FELIX CONSTRUCTION COMPANY FELIX CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN | PHOENIX AZ | 290 | $15.0M | $64K |
