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 Mutual fund, variable rate of return (1) in their Schedule of Assets, totaling $3.5M 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 | NAVARRO RESEARCH AND ENGINEERING, INC. NAVARRO RESEARCH AND ENGINEERING, INC. 401(K) PLAN | OAK RIDGE TN | 590 | $72.4M | $3.5M |
