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 Balanced Fund in their Schedule of Assets, totaling $3.3M 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 | EXTENET SYSTEMS. INC. EXTENET SYSTEMS. INC. 401(K) PLAN | FRISCO TX | 165 | $27.4M | $3.3M |
