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 R6 Fund Mutual fund (1) in their Schedule of Assets, totaling $4.2M 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 | THE TRI-M GROUP, L.L.C. THE TRI-M GROUP, L.L.C. 401(K) SAVINGS & INVESTMENT PLAN | KENNETT SQUARE PA | 499 | $72.8M | $4.2M |
| 2 | SERAVALLI FINANCIAL GROUP, INC. SERAVALLI FINANCIAL GROUP, INC. 401K PROFIT SHARING PLAN | PHILADELPHIA PA | 250 | $13.5M | $23K |
