Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds American Funds American Bal Fund R6 in their Schedule of Assets, totaling $29K 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 | CONSERVATION LEGACY CONSERVATION LEGACY 403(B) RETIREMENT PLAN | DURANGO CO | 325 | $2.8M | $29K |
