Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American American Funds American Balanced Class R6 in their Schedule of Assets, totaling $311K 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 | WISCONSIN DIAGNOSTIC LABORATORIES WISCONSIN DIAGNOSTIC LABORATORIES RETIREMENT SAVINGS PLAN AND TRUST | MILWAUKEE WI | 442 | $59.8M | $223K |
| 2 | LITTLE FLOWER MANOR, INC. LITTLE FLOWER MANOR, INC 403(B) PLAN | DARBY PA | 145 | $4.2M | $65K |
| 3 | COMMUNITY OF HOPE, INC. COMMUNITY OF HOPE 403(B) |
WASHINGTON DC |
| 477 |
| $11.2M |
| $22K |
