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 R-6 N/R in their Schedule of Assets, totaling $2.6M 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 | HM ELECTRONICS, INC. HME RETIREMENT SAVINGS PLAN | CARLSBAD CA | 762 | $89.7M | $2.6M |
