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 R6 Pooled Separate Account in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JACQUES MORET, INC. JACQUES MORET, INC. 401(K) PLAN AND TRUST | NEW YORK NY | 235 | $42.8M | $910K |
| 2 | RAMPART/WURTH HOLDING, INC. RAMPART/WURTH HOLDING, INC. RETIREMENT PLAN | NEW ORLEANS LA | 223 | $4.5M | $129K |
