Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Interests in Mutual Funds * American Fd American Bal Fd R6 ** in their Schedule of Assets, totaling $315K 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 | GRAVITY PAYMENTS, INC. GRAVITY PAYMENTS 401(K) PLAN | BOISE ID | 205 | $15.7M | $315K |
