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 R6 Mutual fund in their Schedule of Assets, totaling $774K 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 | ASSETMARK FINANCIAL HOLDINGS, INC. ASSETMARK FINANCIAL 401(K) PLAN | CONCORD CA | 1,024 | $175.0M | $620K |
| 2 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $127K |
| 3 | PACIFIC HYDROTECH CORPORATION |
PERRIS CA |
| 311 |
| $42.1M |
| $27K |
