Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds AM BALANCD R6 in their Schedule of Assets, totaling $834K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PARA LOS NINOS PARA LOS NINOS 401(K) PLAN | LOS ANGELES CA | 379 | $5.8M | $705K |
| 2 | FLORIDA CAN MANUFACTURING, LLC CC1 FLORIDA EMPLOYEES RETIREMENT SAVINGS PLAN | BARTOW FL | 141 | $2.3M | $73K |
| 3 | HORNE LLP HORNE LLP PUERTO RICO EMPLOYEES PROFIT SHARING PLAN |
RIDGELAND MS |
| 161 |
| $6.3M |
| $54K |
| 4 | ROYALE BLUE HOSPITALITY, LLC. ROYALE BLUE HOSPITALITY, LLC. RETIREMENT PLAN | FAJARDO PR | 711 | $1.3M | $2K |