Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Funds American Balanced Fund® Class R-6 N/R in their Schedule of Assets, totaling $1.9M 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 | STERLING METS, L.P. NEW YORK METS EMPLOYEE SAVINGS PLAN | FLUSHING NY | 544 | $47.8M | $1.1M |
| 2 | RISO, INC. RISO 401(K) RETIREMENT PLAN | WOBURN MA | 51 | $19.8M | $362K |
| 3 | EPTAM PLASTICS LTD. EPTAM PRECISION SOLUTIONS 401(K) PLAN |
| 457 |
| $19.4M |
| $319K |
| 4 | WISER SOLUTIONS, INC. WISER SOLUTIONS, INC. RETIREMENT PLAN | SAN FRANCISCO CA | 126 | $12.9M | $117K |
| 5 | HIBISCUS CHILDRENS CENTER INC HIBISCUS CHILDRENS CENTER INC 401(K) PROFIT SHARING PLAN & TRUST | VERO BEACH FL | 107 | $2.9M | $2K |
