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 Balanced Fund N/R in their Schedule of Assets, totaling $1.5M 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 | JOURNEY BANK JOURNEY BANK EMPLOYEES' PROFIT SHARING PLAN | BLOOMSBURG PA | 264 | $18.5M | $1.5M |
