Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Balanced R6 Shares of registered investment companies in their Schedule of Assets, totaling $714K 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 | CALVETTI FERGUSON, LLC CALVETTI FERGUSON 401(K) PROFIT SHARING PLAN | HOUSTON TX | 151 | $13.2M | $508K |
| 2 | NEW NARRATIVE NEW NARRATIVE 401(K) PLAN | TIGARD OR | 318 | $5.7M | $128K |
| 3 | COLUMBIA WELLNESS COLUMBIA WELLNESS RETIREMENT PLAN |
LONGVIEW WA |
| 150 |
| $5.7M |
| $78K |
