Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding AMERICAN FUNDS BALANCED R4 Registered Investment Company in their Schedule of Assets, totaling $16.1M 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 | CANYON PARTNERS, L.L.C. CANYON PARTNERS, L.L.C. 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 223 | $95.2M | $15.1M |
| 2 | BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 337 | $208.6M | $1.0M |
