Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies AMERICAN FUNDS AMERICAN BALANCED CLASS R6 in their Schedule of Assets, totaling $562K 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 | MARSHALL B. KETCHUM UNIVERSITY MBKU 401(A) RETIREMENT PLAN | FULLERTON CA | 214 | $30.6M | $291K |
| 2 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $271K |
