Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds AM Balanced Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | DRIESSEN WATER, INC. DRIESSEN WATER, INC. 401(K) PLAN | OWATONNA MN | 280 | $13.1M | $1.5M |
| 2 | BAUER, INC. BAUER, INC. 401(K) PLAN | BRISTOL CT | 90 | $12.6M | $624K |
