Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Amerfds American Balanced R3 Registered Investment Company n/a in their Schedule of Assets, totaling $7K 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 | WHITTLESEA-BELL WHITTLESEA-BELL RETIREMENT 401K PLAN | RENO NV | 1,795 | $7.8M | $7K |
