Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies AF American Balanced R4 Mutual fund in their Schedule of Assets, totaling $310K 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 | PARTNERS IN CARE PARTNERS IN CARE 403(B) PLAN | BEND OR | 208 | $15.6M | $310K |
