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 R6 Registered Investment Company (RIC) in their Schedule of Assets, totaling $200K 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 | PINNACLE PHYSICIANS, P.C. PINNACLE PHYSICIANS, P.C. 401(K) PROFIT SHARING PLAN | TREVOSE PA | 181 | $17.0M | $200K |
