Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Balanced Mutual fund n/a n/a n/a n/a n/a in their Schedule of Assets, totaling $4.8M 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 | CASELLA WASTE SYSTEMS, INC. CASELLA WASTE SYSTEMS 401(K) PLAN | RUTLAND VT | 3,616 | $160.9M | $4.8M |
