Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Balanced Fund Pooled Separate Account NR in their Schedule of Assets, totaling $1.8M 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 | ACDI/VOCA ACDI/VOCA 401(K) RETIREMENT PLAN | WASHINGTON DC | 178 | $46.0M | $1.5M |
| 2 | KNOWLEDGE LINK INC. KNOWLEDGE LINK INC. 401(K) PLAN | HERNDON VA | 104 | $11.2M | $235K |
| 3 | ST. GEORGE TANAQ CORPORATION ST. GEORGE TANAQ CORPORATION 401(K) PLAN |
ANCHORAGE AK |
| 291 |
| $4.8M |
| $43K |
