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 R6 in their Schedule of Assets, totaling $1.5M 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 | SUPER RADIATOR COILS LIMITED PARTNERSHIP SUPER RADIATOR COILS 401(K) PLAN | CHASKA MN | 553 | $54.1M | $1.2M |
| 2 | SMP ACQUISITION CO. SOUTH MIAMI PHARMACY RETIREMENT PLAN | MIAMI FL | 127 | $3.3M | $325K |
