Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Global Balance Mutual Fund in their Schedule of Assets, totaling $602K 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 | ALLIED TELESIS, INC. ALLIED TELESIS 401(K) PLAN | SAN JOSE CA | 178 | $51.6M | $602K |
