Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fund R5 * American Funds American Funds Balanced R5 N/R in their Schedule of Assets, totaling $1.3M 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 | CONNECTIONS EDUCATION, LLC. CONNECTIONS EDUCATION 401(K) RETIREMENT SAVINGS PLAN | BALTIMORE MD | 4,618 | $106.4M | $1.3M |
