Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Balanced Fund 8 units 389 * American Funds New Perspective Fund 97 units in their Schedule of Assets, totaling $9K 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 | LEN STOLER, INC. LEN STOLER, INC. 401(K) PLAN | OWINGS MILLS MD | 0 | $0 | $9K |
