Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds Global Balanced R6 American Funds 0 in their Schedule of Assets, totaling $3.2M 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 | WESTBURY BANK WESTBURY BANK 401K PSP | WAUKESHA WI | 107 | $15.9M | $1.1M |
| 2 | THE BATON ROUGE WATER WORKS COMPANY CONSOLIDATED 401(K) PLAN OF BATON ROUGE WATER | BATON ROUGE LA | 228 | $5.9M | $897K |
| 3 | NUIX NORTH AMERICA INC. NUIX NORTH AMERICA INC. 401(K) PLAN |
HERNDON VA |
| 181 |
| $31.1M |
| $556K |
| 4 | STRATEGIC ANALYSIS, INC. STRATEGIC ANALYSIS, INC. PROFIT SHARING AND 401(K) PLAN | ARLINGTON VA | 247 | $64.7M | $344K |
| 5 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $181K |
| 6 | SWISSTEX CALIFORNIA, INC. SWISSTEX CALIFORNIA, INC. 401K PS PLAN | LOS ANGELES CA | 103 | $7.4M | $104K |
| 7 | EWIE CO., INC. EWIE GROUP OF COMPANIES 401(K) PLAN | ANN ARBOR MI | 527 | $24.7M | $13K |
| 8 | CONSOLIDATED WATERPROOFING CONTRACTORS, INC. CONSOLIDATED WATERPROOFING CONTRACTORS, INC. 401(K) CONTRIBUTION PROFIT SHARING | BELTSVILLE MD | 244 | $21.4M | $2K |
