Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Balanced R2 American Funds 0 in their Schedule of Assets, totaling $7.5M 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 | MESHOPPEN STONE INC. MESHOPPEN STONE, INC. 401(K) | MESHOPPEN PA | 242 | $11.3M | $3.4M |
| 2 | FRONTLINE AG SOLUTIONS LLC FRONTLINE AG SOLUTIONS LLC 401K | CONRAD MT | 170 | $13.3M | $2.6M |
| 3 | KENNEDY PAVILION RH LLC PAVILION AT QUEENS FOR REHAB & NURSING 401(K) |
FLUSHING NY |
| 592 |
| $5.8M |
| $1.0M |
| 4 | TRAFFIC TECH, INC. TRAFFIC TECH, INC. 401(K) PLAN | — | 292 | $15.1M | $289K |
| 5 | JACKMONT HOSPITALITY, INC. JACKMONT HOSPITALITY 401(K) | ATLANTA GA | 4,228 | $2.7M | $165K |
| 6 | NEXT JUMP, INC. NEXT JUMP, INC. 401(K) | NEW YORK NY | 18 | $13.4M | $40K |
