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 Balanced Fund R2 N/A in their Schedule of Assets, totaling $2K 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 | RESTAURANT PARTNERS MANAGEMENT RESTAURANT PARTNERS MANAGEMENT RETIREMENT PLAN | GRAND RAPIDS MI | 561 | $675K | $2K |
