Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding INTERESTS IN MUTUAL FUND INVESTMENTS * American Funds American Balanced Fund in their Schedule of Assets, totaling $656K 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 | BEARDMORE CHEVROLET, INC. BEARDMORE CHEVROLET, MIDWAY CHEVROLET EMPLOYEES 401(K) PROFIT SHARING PLAN | BELLEVUE NE | 211 | $10.7M | $656K |
