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 Registered investment company in their Schedule of Assets, totaling $4.4M 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 | WILMINGTON FRIENDS SCHOOL, INC. WILMINGTON FRIENDS SCHOOL 403(B) RETIREMENT PLAN | WILMINGTON DE | 147 | $54.5M | $3.8M |
| 2 | TRINITY SCHOOL, INC. TRINITY SCHOOL 403(B) PLAN | ATLANTA GA | 175 | $36.8M | $646K |
