Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Balanced R2 Mutual Fund in their Schedule of Assets, totaling $3.7M 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 | SOUTHERN LEGACY WAFFLES, LLC SOUTHERN LEGACY WAFFLES, LLC 401K PLAN | ALPHARETTA GA | 550 | $17.2M | $3.3M |
| 2 | NEW CHOICES, INC. NEW CHOICES, INC. 401(K) RETIREMENT PLAN | BETTENDORF IA | 215 | $4.7M | $186K |
| 3 | COUNCIL OF COMMUNITY CLINICS DBA HEALTH CENTER PARTNERS OF SOUTHERN CA |
SAN DIEGO CA |
| 133 |
| $13.8M |
| $183K |
| 4 | KIMBERTON WHOLE FOODS KIMBERTON WHOLE FOODS 401(K) PLAN | KIMBERTON PA | 214 | $4.6M | $90K |
| 5 | FIASCO ENTERPRISES LLC DBA ENERGY TRANSPORT LOGISTICS ENERGY TRANSPORT LOGISTICS 401(K) PLAN | PHOENIX AZ | 215 | $4.1M | $32K |
