Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Capital Client Group, Inc. AMFDS American Balanced Fund in their Schedule of Assets, totaling $122K 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 | AGH ULTIMATE LLC AGH ULTIMATE LLC 401(K) PROFIT SHARING PLAN & TRUST | MENTOR OH | 401 | $8.7M | $122K |
