Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Global Balanced Fund Class R-6 Mutual fund - in their Schedule of Assets, totaling $194K 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 | 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 | HARRISON INN SIXTY-SIX, INC. HARRISON INN SIXTY-SIX, INC. SAFE HARBOR PLAN |
OCEAN CITY MD |
| 398 |
| $14.0M |
| $12K |
