Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balanced Fund R6 Registered Investment Companies in their Schedule of Assets, totaling $22.1M 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 | NBBJ DESIGN NBBJ GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | SEATTLE WA | 508 | $193.8M | $21.6M |
| 2 | THE NEW 42ND STREET, INC. THE NEW 42ND STREET, INC. 403(B) PLAN | NEW YORK NY | 272 | $5.8M | $491K |