Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Am Balanced R3 Registered investment company in their Schedule of Assets, totaling $2.8M 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 | ACUATIVE CORPORATION ACUATIVE CORPORATION 401(K) PLAN | FAIRFIELD NJ | 336 | $37.6M | $1.7M |
| 2 | OLD DUTCH FOODS, INC. OLD DUTCH FOODS, INC. 401(K) PLAN | ROSEVILLE MN | 443 | $56.2M | $796K |
| 3 | WISCONSIN ATHLETIC CLUB, LLC WISCONSIN ATHLETIC CLUB, LLC SALARY SAVINGS 401(K) PLAN |
WEST ALLIS WI |
| 120 |
| $6.9M |
| $200K |
| 4 | SANTA BARBARA NEIGHBORHOOD CLINICS THE SANTA BARBARA NEIGHBORHOOD CLINICS 403(B) PLAN | SANTA BARBARA CA | 203 | $6.7M | $72K |
