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 Balance R6 Fund N/R in their Schedule of Assets, totaling $213K 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 | INJURED WORKERS PHARMACY, LLC INJURED WORKERS PHARMACY 401(K) PLAN | ANDOVER MA | 270 | $18.6M | $213K |
