Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding INVESTMENTS IN POOLED SEPARATE ACCOUNTS American Funds Balanced R6 in their Schedule of Assets, totaling $108K 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 | PRAIRIE FIVE COMMUNITY ACTION COUNCIL INC. PRAIRIE FIVE COMMUNITY ACTION COUNCIL 403B PLAN | MONTEVIDEO MN | 176 | $3.5M | $108K |
