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 N/A in their Schedule of Assets, totaling $2.8M 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 | JM LONGYEAR, LLC LONGYEAR 401(K) PROFIT SHARING PLAN | MARQUETTE MI | 231 | $12.1M | $1.6M |
| 2 | DAKOTA CONSULTING, INC. DAKOTA CONSULTING, INC 401(K) PLAN | POTOMAC MD | 4 | $7.4M | $720K |
| 3 | NEW MEXICO MUTUAL CASUALTY COMPANY NEW MEXICO MUTUAL 401(K) PLAN |
ALBUQUERQUE NM |
| 146 |
| $26.7M |
| $509K |
