Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced Fd R6 Mutual funds in their Schedule of Assets, totaling $771K 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 | THE JAMES MONROE WIRE & CABLE CORP. THE JAMES MONROE WIRE & CABLE CORP. EMPLOYEES' PROFIT SHARING PLAN | SOUTH LANCASTER MA | 137 | $11.0M | $463K |
| 2 | CHURCH WORLD SERVICE INC. CHURCH WORLD SERVICE RETIREMENT PLAN | ELKHART IN | 1,171 | $45.1M | $308K |