Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 2 Reliance Trust Company American Funds American Balanced in their Schedule of Assets, totaling $104K 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 | SOLARI, INC. SOLARI, INC. 401(K) PLAN | TEMPE AZ | 670 | $12.5M | $104K |
