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 in their Schedule of Assets, totaling $205K 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 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $139K |
| 2 | BREAKERS UNLIMITED BREAKERS UNLIMITED QBOX 401(K) PLAN | NOBLESVILLE IN | 125 | $11.6M | $58K |
| 3 | J & M STEEL SOLUTIONS, INC. |
LEHI UT |
| 62 |
| $3.3M |
| $7K |
| 4 | KEYSER ENTERPRISES 1 LP KEYSER ENTERPRISES 1 LP 401(K) PROFIT SHARING PLAN & TRUST | SAINT LOUIS MO | 289 | $755K | $2K |
