Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Balanced Registered Investment Company in their Schedule of Assets, totaling $13.3M 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 | FAMILY CARE NETWORK, PLLC NEW DIRECTIONS RETIREMENT SAVINGS PLAN FOR FAMILY CARE NETWORK | BELLINGHAM WA | 510 | $108.8M | $11.5M |
| 2 | USTC UNITED STATES TECHNOLOGIES COMMUNICATIONS CORP USTC GROUP 401(K) PLAN | EDISON NJ | 347 | $21.1M | $1.7M |
