Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Balanced R6 Registered Investment Companies in their Schedule of Assets, totaling $4.7M 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 | INTRAFI NETWORK LLC INTRAFI NETWORK LLC 401(K) PLAN | ARLINGTON VA | 300 | $78.3M | $4.6M |
| 2 | ALAMEDA COUNTY COMMUNITY FOOD BANK ALAMEDA COUNTY COMMUNITY FOOD BANK 403(B) PLAN | OAKLAND CA | 156 | $14.1M | $67K |
| 3 | NICHOLS FARMS NICHOLS FARMS 401(K) PROFIT SHARING PLAN |
FRESNO CA |
| 424 |
| $16.8M |
| $53K |
| 4 | MANSON WESTERN, LLC MANSON WESTERN, LLC 401(K) PROFIT SHARING PLAN | TORRANCE CA | 154 | $19.8M | $13K |
