Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies American Funds American Balanced Fund in their Schedule of Assets, totaling $7.5M 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 | SUIT-KOTE CORPORATION SUIT-KOTE CORPORATION EMPLOYEES' RETIREMENT PLAN | CORTLAND NY | 721 | $83.7M | $7.5M |
