Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding BALANCED R6 BALANCED R6 AMERICAN GRWTH FUND OF MUTUAL FUND- AMERICAN GRWTH FUND OF in their Schedule of Assets, totaling $1.2M 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 | CHARLES E. SMITH LIFE COMMUNITIES CHARLES E. SMITH LIFE COMMUNITIES RETIREMENT PLAN | ROCKVILLE MD | 813 | $19.1M | $1.2M |
