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 R1 Fund in their Schedule of Assets, totaling $6K 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 | GLOBAL ENGINEERING & TECHNOLOGY, INC. GLOBAL ENGINEERING & TECHNOLOGY 401(K) PLAN | MIAMI FL | 98 | $11.3M | $6K |
