Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Registered investment companies AMERICAN FUNDS AMERICAN BALANCED R6 Registered Investment Company in their Schedule of Assets, totaling $2.3M 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 | PARK FINANCIAL GROUP, INC. PARK FINANCIAL GROUP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 149 | $22.7M | $1.5M |
| 2 | INTERPATH LABORATORY, INC. INTERPATH LABORATORY, INC. PROFIT SHARING PLAN AND TRUST | PENDLETON OR | 491 | $19.8M | $776K |
| 3 | DNANEXUS, INC. DNANEXUS, INC. 401(K) PLAN |
MOUNTAIN VIEW CA |
| 147 |
| $16.3M |
| $37K |
