Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balanced Fund Class R-4 Registered Investment Company in their Schedule of Assets, totaling $35.9M 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 | TOKIO MARINE NORTH AMERICA INC. TMNA, INC. 401(K) PLAN | JERSEY CITY NJ | 3,098 | $819.7M | $35.3M |
| 2 | FLOWER CITY GROUP, INC. FLOWER CITY GROUP, INC. SAVINGS PLAN | ROCHESTER NY | 171 | $16.2M | $583K |
