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 R6 Registered Investment Companies in their Schedule of Assets, totaling $1.4M 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 | DANIELS MANUFACTURING CORPORATION THE DMC 401(K) BENEFIT PLAN | ORLANDO FL | 311 | $24.9M | $1.4M |
| 2 | RESCUE MISSION ALLIANCE OF SYRACUSE, NY RESCUE MISSION 401(K) RETIREMENT BENEFIT PLAN | SYRACUSE NY | 399 | $6.2M | $23K |
