Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced R6 Mutual Fund N/A in their Schedule of Assets, totaling $1.4M 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 | FOREVER LIVING PRODUCTS INTERNATIONAL, LLC FOREVER LIVING PRODUCTS INTERNATIONAL, LLC PROFIT SHARING & 401K PLAN | SCOTTSDALE AZ | 361 | $70.8M | $904K |
| 2 | CO-LINE WELDING, INC. CO-LINE WELDING, INC. 401(K) RETIREMENT PLAN | LYNNVILLE IA | 212 | $17.3M | $513K |
