Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced Fund Class R-4 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VETTER DEVELOPMENT SERVICES USA, INC. VETTER DEVELOPMENT SERVICES USA, INC. 401(K) PLAN | SKOKIE IL | 130 | $31.1M | $1.4M |
| 2 | SYSTEMS PRODUCTS AND SOLUTIONS, INC. SYSTEMS PRODUCTS AND SOLUTIONS RETIREMENT TRUST | HUNTSVILLE AL | 99 | $6.5M | $9K |
