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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | MYPOINT CREDIT UNION MYPOINT CREDIT UNION 401(K) PLAN | SAN DIEGO CA | 98 | $14.9M | $1.7M |
| 2 | JDK MANAGEMENT CO, L.P. JDK MANAGEMENT CO. L.P. EMPLOYEE SAVINGS AND RETIREMENT PLAN | BLOOMSBURG PA | 1,369 | $13.4M | $551K |
