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 Balanced Fund N/A 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ONCOLOGY HEMATOLOGY WEST, P.C. 401(K) PLAN AND EMPLOYEES TRUST OF ONCOLOGY HEMATOLOGY WEST, P. C. | OMAHA NE | 347 | $52.1M | $1.3M |
| 2 | TROUT UNLIMITED, INC. TROUT UNLIMITED SECTION 403(B) RETIREMENT PLAN | ARLINGTON VA | 337 | $41.4M | $353K |
| 3 | ONEWORLD COMMUNITY HEALTH CENTERS, INC. |
OMAHA NE |
| 600 |
| $30.0M |
| $207K |
