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 R6 (1) 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MIDREX TECHNOLOGIES, INC. MIDREX 401(K) PLAN | CHARLOTTE NC | 212 | $59.9M | $1.7M |
| 2 | TENNESSEE STATE BANK TENNESSEE STATE BANK RETIREMENT PLAN | PIGEON FORGE TN | 206 | $14.3M | $252K |
| 3 | LEYTON USA, INC. LEYTON USA, INC. 401(K) PLAN |
| 79 |
| $4.8M |
| $11K |