Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Amer Bal R6 Fd Mutual Funds in their Schedule of Assets, totaling $654K 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 | BRANCHPATTERN, INC BRANCHPATTERN, INC. 401(K) PROFIT SHARING PLAN | KANSAS CITY MO | 120 | $19.2M | $506K |
| 2 | FIRST WATCH RESTAURANTS, INC. FIRST WATCH 401(K) SAVINGS PLAN | BRADENTON FL | 16,478 | $38.5M | $148K |
