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 R4 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | COTTRELL, INC. COTTRELL, INC. 401(K) RETIREMENT PLAN | GAINESVILLE GA | 694 | $29.9M | $1.2M |
| 2 | FRANKLIN PRIMARY HEALTH CENTER, INC FRANKLIN PRIMARY HEALTH CENTER, INC. 403(B) PLAN | MOBILE AL | 209 | $8.4M | $34K |
