Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AF American Balanced Fund R4 Registered investment company in their Schedule of Assets, totaling $697K 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 | SANTA CATALINA SCHOOL SANTA CATALINA SCHOOL DC PLAN RETIREMENT PLAN | MONTEREY CA | 138 | $43.7M | $538K |
| 2 | RANSOM EVERGLADES SCHOOL, INC. RANSOM EVERGLADES SCHOOL SECTION 403(B) RETIREMENT PLAN | MIAMI FL | 263 | $83.8M | $159K |
