Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced Class R-6 in their Schedule of Assets, totaling $152K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZAXBY'S FRANCHISING LLC ZAXBY'S FRANCHISING, LLC 401(K) PLAN | ATHENS GA | 4,894 | $22.5M | $94K |
| 2 | GTR MANUFACTURING, LLC GTR MANUFACTURING, LLC 401K PROFIT SHARING PLAN AND TRUST | BROCKTON MA | 143 | $6.4M | $58K |
