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 Global Balanced Fund in their Schedule of Assets, totaling $3.2M 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 | US ACUTE CARE SOLUTIONS US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | CANTON OH | 6,627 | $1.9B | $3.2M |
