Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln Financial Group Trust Company, Inc. American Funds American Balanced R6 in their Schedule of Assets, totaling $215K 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 | IKO INDUSTRIES, INC. IKO HOURLY EMPLOYEE SAVINGS PLAN | WILMINGTON DE | 485 | $15.4M | $215K |
