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 R6 N/R in their Schedule of Assets, totaling $1.0M 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 | READING ANTHRACITE COMPANY RAC/SER SALARIED EMPLOYEES' 401(K) PLAN | POTTSVILLE PA | 177 | $20.9M | $676K |
| 2 | J & B GROUP INC. J & B GROUP, INC. 401(K) PLAN AND TRUST | ST. MICHAEL MN | 607 | $96.0M | $360K |
| 3 | REMEMBERS FINANCE LLC REMEMBERS 401(K) PLAN |
TROY MI |
| 162 |
| $10.5M |
| $9K |
