Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Am Balanced Fund Mutual Fund in their Schedule of Assets, totaling $10K 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 | JWD CONSTRUCTION SERVICES RSC 401(K) RETIREMENT PLAN | BURTON OH | 118 | $4.3M | $10K |
