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 R6 n/a in their Schedule of Assets, totaling $2.7M 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 | CONSOLIDATED PRECISION PRODUCTS CONSOLIDATED PRECISION PRODUCTS CORP RETIREMENT AND SAVINGS PLAN | CLEVELAND OH | 3,735 | $176.9M | $2.5M |
| 2 | L.W. MILLER PROFESSIONAL SERVICES INC. L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN | LOGAN UT | 112 | $5.9M | $154K |
| 3 | SHORELINE FRUIT, LLC |
TRAVERSE CITY MI |
| 106 |
| $6.0M |
| $66K |
