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 R4 Fund Mutual fund in their Schedule of Assets, totaling $444K 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 | MITCHELL METAL PRODUCTS, INC. MITCHELL METAL PRODUCTS, INC. PROFIT SHARING PLAN | KOSCIUSKO MS | 136 | $1.8M | $444K |
