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 R2 Mutual Funds in their Schedule of Assets, totaling $147K 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 | WEST COAST SELF-STORAGE GROUP, LLC WEST COAST SELF-STORAGE RETIREMENT PLAN | EVERETT WA | 144 | $2.4M | $147K |
