Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Distributors, Inc. Balanced Fund R3 in their Schedule of Assets, totaling $992K 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 | RAWLE & HENDERSON, LLP RAWLE & HENDERSON RETIREMENT PLAN | PHILADELPHIA PA | 148 | $41.5M | $992K |
