Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding AMER FUNDS AMER BAL R4 MUTUAL FUND - AMER FUNDS AMER BAL R4 in their Schedule of Assets, totaling $519K 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 | HONOLULU COMMUNITY ACTION PROGRAM, INC. HONOLULU COMMUNITY ACTION PROGRAM, INC. RETIREMENT PLAN | HONOLULU HI | 112 | $4.6M | $519K |
