Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies (Mutual Funds) American Funds American Balanced R6 Registered Investment Company (Mutual Fund) - in their Schedule of Assets, totaling $567K 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 | HILL & MARKES, LLC. HILL & MARKES, LLC 401(K) PLAN | AMSTERDAM NY | 165 | $8.6M | $567K |
