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 R6 in their Schedule of Assets, totaling $506K 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 | CENTRAL ONE FEDERAL CREDIT UNION CENTRAL ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | SHREWSBURY MA | 133 | $20.8M | $346K |
| 2 | GREENSPOON MARDER, LLP GREENSPOON MARDER 401(K) PLAN | FT. LAUDERDALE FL | 504 | $89.2M | $108K |
| 3 | HAAS SONS, INC. HAAS SONS, INC. 401(K) PROFIT SHARING PLAN |
THORP WI |
| 357 |
| $39.5M |
| $37K |
| 4 | MILLS AUTOMOTIVE GROUP, LLC MILLS AUTOMOTIVE GROUP, LLC 401(K) PLAN | PINEVILLE NC | 764 | $6.0M | $15K |
