Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds American Balanced Fund Class R6 N/R in their Schedule of Assets, totaling $2.6M 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 | BIO-BOTANICA INC BIO-BOTANICA INC 401(K) PROFIT SHARING PLAN AND TRUST | HAUPPAUGE NY | 203 | $15.3M | $1.2M |
| 2 | CALLMINER, INC. CALLMINER, INC. 401(K) PLAN | WALTHAM MA | 225 | $22.8M | $1.0M |
| 3 | SALSIFY, INC SALSIFY, INC. 401(K) PLAN |
| 273 |
| $37.5M |
| $431K |
