Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AM Balance R6 in their Schedule of Assets, totaling $358K 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 | G.G. SCHMITT & SONS, INC. G. G. SCHMITT & SONS, INC. 401(K) PLAN | SARASOTA FL | 0 | $0 | $199K |
| 2 | LTA RESEARCH AND EXPLORATION LLC LTA RESEARCH 401(K) PLAN | SUNNYVALE CA | 279 | $17.0M | $159K |
