Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding INVESTOR SHARES American Funds AMERICAN FUNDS AMERICAN BALANCED N/R in their Schedule of Assets, totaling $2.4M 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 | ALLIED SERVICES FOUNDATION, INC. ALLIED SERVICES FOUNDATION, INC. 401(K) RETIREMENT SAVINGS PLAN | CLARKS SUMMIT PA | 2,323 | $103.0M | $2.4M |
