Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balance Mutual fund in their Schedule of Assets, totaling $2.0M 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 | AER MANUFACTURING, L.P. AER MFG., INC. RETIREMENT SAVINGS PLAN AND TRUST | CARROLLTON TX | 831 | $48.9M | $1.5M |
| 2 | THE KHOURY GROUP THE KHOURY GROUP 401(K) PLAN | SAN ANTONIO TX | 385 | $3.5M | $418K |
