Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Amer Balance R6 Fund Registered investment company in their Schedule of Assets, totaling $109K 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 | LIBERTY MANAGEMENT SERVICES, INC. LIBERTY RESOURCES RETIREMENT PLAN | EAST SYRACUSE NY | 1,405 | $21.0M | $109K |
