Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Empower Annuity Insurance Company of America American Funds American Balanced R6 in their Schedule of Assets, totaling $653K 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 | PLAN COMPLIANCE SERVICES, INC. RISK STRATEGIES POOLED EMPLOYER PLAN FOR PRIVATE EQUITY PORTFOLIO CO'S | CLEARWATER FL | 1,167 | $72.1M | $533K |
| 2 | CLOVER LEAF SOLUTIONS, INC. CLOVER LEAF SOLUTIONS 401(K) PLAN | ALBUQUERQUE NM | 114 | $7.1M | $121K |
