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 R6 Mutual fund in their Schedule of Assets, totaling $208K 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 | PACIFIC COAST FRUIT COMPANY PCF/RCT 401(K) PROFIT SHARING PLAN | PORTLAND OR | 413 | $22.3M | $208K |
