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- R2 in their Schedule of Assets, totaling $55K 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 | OPERATION DENTAL, LLC OPERATION DENTAL, LLC RETIREMENT PLAN | ORLANDO FL | 128 | $2.6M | $33K |
| 2 | NORAC USA CORPORATION BAKERLY 401(K) PLAN | EASTON PA | 303 | $2.7M | $13K |
| 3 | TRIDENT TRANSPORT, LLC TRIDENT TRANSPORT LLC 401(K) PLAN |
| 232 |
| $8.0M |
| $8K |
