Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds Global Balanced Fund Class R-6 Mutual fund - in their Schedule of Assets, totaling $209K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BLUE BEACON, INC. BLUE BEACON, INC. PROFIT SHARING/401(K) PLAN | SALINA KS | 2,721 | $147.4M | $158K |
| 2 | PALMAS SERVICES LLC PALMAS SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST | LAKE BUENA VISTA FL | 261 | $4.9M | $24K |
| 3 | GENERAL INSULATION COMPANY, INC. GENERAL INSULATION COMPANY 401(K) PROFIT SHARING PLAN |
ROCKLAND MA |
| 379 |
| $23.6M |
| $14K |
| 4 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN | OCEAN CITY MD | 398 | $14.0M | $12K |
