Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Matrix Trust Company American Funds Balance Fund R6 in their Schedule of Assets, totaling $511K 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 | ASSOCIATES RESOURCES LLC ASSOCIATES RESOURCES LLC 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 155 | $6.7M | $511K |
