Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balanced R5 Registered Investment Companies in their Schedule of Assets, totaling $2.3M 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 | NUWAY-K&H COOPERATIVE NUWAY-K&H COOPERATIVE 401(K) PLAN | TRIMONT MN | 142 | $18.8M | $2.2M |
| 2 | HELIO HEALTH, INC. HELIO HEALTH, INC. SAVINGS AND RETIREMENT PLAN | SYRACUSE NY | 1,069 | $22.0M | $51K |
