Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Equitable Life Insurance Company American Funds Global Balanced R6 in their Schedule of Assets, totaling $1.1M 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 | KELLY TRACTOR CO. KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN | MIAMI FL | 548 | $69.3M | $975K |
| 2 | PANTROPIC POWER INC. PANTROPIC POWER INC.SAVINGS & PROFIT SHARING PLAN | DORAL FL | 133 | $15.3M | $121K |
