Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Insurance and Annuity American Funds Am Balanced R6 in their Schedule of Assets, totaling $1.2M 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 | ORORA VISUAL, LLC ORORA VISUAL RETIREMENT SAVINGS PLAN | MESQUITE TX | 508 | $32.1M | $1.2M |
