Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds America Balance R6 Fund Registered Investment Company in their Schedule of Assets, totaling $2.7M 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 | AZPB LIMITED PARTNERSHIP ARIZONA DIAMONDBACKS RETIREMENT SAVINGS PLAN | PHOENIX AZ | 448 | $60.3M | $1.7M |
| 2 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | PHOENIX AZ | 475 | $41.8M | $966K |
