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 Funds American Balanced Fund Class R-5 in their Schedule of Assets, totaling $6.6M 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 | PUBLIC MEDIA DISTRIBUTION LLC PUBLIC MEDIA DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 116 | $29.4M | $6.6M |
