Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Investments American Funds American Balanced Fund Mutual Fund in their Schedule of Assets, totaling $35K 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 | ANASTASIA BEVERLY HILLS, LLC ANASTASIA BEVERLY HILLS LLC 401(K) PLAN | BEVERLY HILLS CA | 208 | $8.4M | $23K |
| 2 | CONCENTRUS, INC. CONCENTRUS, INC. 401(K) PLAN | DIAMOND BAR CA | 77 | $13.5M | $12K |
