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 R2E* in their Schedule of Assets, totaling $1.8M 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 | GOLD COAST EAGLE DISTRIBUTING, LLP GOLD COAST EAGLE DISTRIBUTING EMPLOYEES SAVINGS PLAN | SARASOTA FL | 140 | $7.4M | $1.2M |
| 2 | CITIZENS NATIONAL BANK CITIZENS NATIONAL BANK 401(K) PLAN | SOMERSET KY | 93 | $8.2M | $307K |
| 3 | DRIVECENTRIC INC. DRIVECENTRIC INC. SAFE HARBOR 401(K) PLAN |
SUNSET HILLS MO |
| 153 |
| $5.4M |
| $147K |
| 4 | REEVES HARDWARE COMPANY, INC. REEVES HARDWARE COMPANY RETIREMENT PLAN | CLAYTON GA | 103 | $6.3M | $140K |
| 5 | THE WILDLIFE GALLERY, INC. THE WILDLIFE GALLERY, INC. 401(K) PLAN | BLANCHARD MI | 143 | $4.9M | $21K |
