Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Balanced Fund Mutual fund n/a in their Schedule of Assets, totaling $5.5M 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 | IVANTI, INC. IVANTI INC. 401(K) PLAN | SOUTH JORDAN UT | 930 | $216.4M | $3.4M |
| 2 | GREEN VALLEY CORPORATION GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN | SAN JOSE CA | 68 | $31.0M | $1.7M |
| 3 | GLOBAL COMMUNITIES GLOBAL COMMUNITIES 401(K) PROFIT SHARING PLAN |
BETHESDA MD |
| 174 |
| $42.7M |
| $393K |
