Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The American Funds Balanced R6 Fund in their Schedule of Assets, totaling $13.5M 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 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN | EAST DUBUQUE IL | 1,836 | $172.7M | $9.1M |
| 2 | GEORGE BUTLER ASSOCIATES, INC. GBA COMPANIES CORPORATE SERVICES, LLC PROFIT SHARING PLAN | LENEXA KS | 492 | $77.3M | $4.4M |
