Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Capital Research and Mgmt Co Amer Funds Amer Bal R6 fd in their Schedule of Assets, totaling $7.3M 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 | VELUX AMERICA LLC VELUX AMERICA LLC 401(K) RETIREMENT PLAN | GREENWOOD SC | 907 | $136.0M | $6.6M |
| 2 | INDUS TECHNOLOGY, INC. INDUS TECHNOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 472 | $24.5M | $558K |
| 3 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN |
ST. PETERSBURG FL |
| 285 |
| $19.7M |
| $160K |
| 4 | VIA TRANSPORTATION, INC. VIA TRANSPORTATION, INC. 401(K) PLAN | NEW YORK NY | 376 | $31.5M | $15K |
