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 Interest in registered investment companies xx in their Schedule of Assets, totaling $198K 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 | OTJ ARCHITECTS INC OTJ ARCHITECTS INC 401(K) PROFIT SHARING PLAN & TRUST | WASHINGTON DC | 217 | $19.2M | $198K |
