Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Balanced Ret Opt Fund Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | MOLECULAR EPIDEMIOLOGY, INC. MOLECULAR EPIDEMIOLOGY, INC. 401(K) PROFIT SHARING PLAN | LAKE FOREST PARK WA | 1,373 | $34.1M | $1.2M |
