Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Balanced R6 Registered investment company in their Schedule of Assets, totaling $3.2M 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 | HARBOR FOODS GROUP INC. HARBOR FOODS GROUP INC. 401(K) PLAN | LACEY WA | 981 | $77.0M | $2.4M |
| 2 | THE SAINT LOUIS BREWERY, LLC THE SAINT LOUIS BREWERY, LLC 401(K) PLAN | ST. LOUIS MO | 128 | $3.0M | $598K |
| 3 | APYX MEDICAL CORPORATION APYX MEDICAL 401(K) PLAN |
CLEARWATER FL |
| 98 |
| $13.0M |
| $98K |
| 4 | BACKSTAGE LIBRARY WORKS BACKSTAGE LIBRARY WORKS 401(K) PLAN | PROVO UT | 148 | $7.7M | $49K |
