Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Balanced Fund R4 Mutual Fund in their Schedule of Assets, totaling $13.9M 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 | SANTEN, INC. SANTEN, INC. 401(K) AND PROFIT SHARING PLAN | EMERYVILLE CA | 189 | $77.0M | $13.9M |
