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 Fund R6 in their Schedule of Assets, totaling $3.2M 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 | TOM MASANO, INC. TOM MASANO, INC. 401(K) SALARY DEFERRAL PLAN | READING PA | 256 | $14.3M | $2.4M |
| 2 | ENTECH ENGINEERING INC. ENTECH ENGINEERING, INC. 401(K) PLAN | READING PA | 156 | $22.3M | $796K |
