Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Company American Funds American Balanced Fund Class R6 in their Schedule of Assets, totaling $252K 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 | MORITT HOCK & HAMROFF LLP MORITT HOCK & HAMROFF LLP 401(K) PROFIT SHARING PLAN | GARDEN CITY NY | 159 | $47.7M | $252K |
