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 Pooled separate accounts in their Schedule of Assets, totaling $13.8M 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 | IMAGEN DENTAL PARTNERS ASSOCIATION I IMAGEN DENTAL PARTNERS MEP 401(K) PLAN | SCOTTSDALE AZ | 1,407 | $34.1M | $13.8M |
