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 R6 Pooled Separate Account in their Schedule of Assets, totaling $1.5M 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 | ENE. SYSTEMS INC. ENE SYSTEMS INC. PROFIT SHARING PLAN | CANTON MA | 272 | $33.3M | $1.0M |
| 2 | PDS CONSULTANTS, INC. PDS KO 401(K) PLAN | LOUISVILLE KY | 592 | $16.9M | $258K |
| 3 | DUNCASTER, INC. DUNCASTER, INC. 401K RETIREMENT PLAN |
| 291 |
| $14.5M |
| $155K |
