Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Am Fds Amer Balnc Value of Interest in Registered Investment Company - in their Schedule of Assets, totaling $272K 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 | FG, LLC DBA THE FOUNDATION GROUP TFG 401(K) SAVINGS PLAN | SIKESTON MO | 2,321 | $12.3M | $272K |
