Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds American Balanced Fund Class R-3 in their Schedule of Assets, totaling $14K 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 | MILLER MANAGEMENT GROUP, INC. MILLER MANAGEMENT, INC. 401(K) PLAN | ERIE PA | 188 | $7.3M | $12K |
| 2 | COMMERCIAL REAL ESTATE EXCHANGE, INC. CREXI 401(K) PLAN | PLAYA VISTA CA | 345 | $8.1M | $2K |
