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 Registered investment company in their Schedule of Assets, totaling $2.9M 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 | FAMILYCARE MEDICAL GROUP, P.C. FAMILYCARE MEDICAL GROUP, P.C. 401(K) PLAN | SYRACUSE NY | 684 | $109.9M | $1.5M |
| 2 | CTL ENGINEERING, INC. CTL ENGINEERING, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 371 | $29.3M | $1.4M |
