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 Balanced in their Schedule of Assets, totaling $5.0M 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 | CTC TRADING GROUP, LLC CTC TRADING GROUP, L.L.C. 401(K) PLAN AND RETIREMENT TRUST | CHICAGO IL | 652 | $352.4M | $5.0M |
