Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Amer Balanced - R6 Registered investment company in their Schedule of Assets, totaling $3.4M 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 | MORNINGSTAR PARTNERS, L.P. MORNINGSTAR PARTNERS, L.P. EMPLOYEES' 401(K) PLAN | FORT WORTH TX | 177 | $20.2M | $3.4M |
| 2 | GLIDE FOUNDATION GLIDE FOUNDATION 403(B) PLAN | SAN FRANCISCO CA | 184 | $10.6M | $25K |
