Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds Service Company American Funds American Balanced Fund Class R-6 in their Schedule of Assets, totaling $6.1M 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 | G III APPAREL GROUP G-III APPAREL GROUP, LTD. 401(K) PLAN | NEW YORK NY | 2,471 | $191.7M | $6.1M |
