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 Company in their Schedule of Assets, totaling $531K 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 | NICHOLS CONSULTING ENGINEERS, CHTD. NICHOLS CONSULTING ENGINEERS, CHTD. 401(K) PLAN | RENO NV | 126 | $31.0M | $280K |
| 2 | OREGON CATHOLIC PRESS OREGON CATHOLIC PRESS 403(B) PLAN | LAKE OSWEGO OR | 140 | $27.8M | $251K |
