Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds Global Balanced Fund Mutual funds in their Schedule of Assets, totaling $49K 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 | WEST COAST SELF-STORAGE GROUP, LLC WEST COAST SELF-STORAGE RETIREMENT PLAN | EVERETT WA | 144 | $2.4M | $37K |
| 2 | STOKES HEALTHCARE, INC. STOKES HEALTHCARE, INC. 401(K) PLAN | MT. LAUREL NJ | 173 | $11.6M | $12K |
