Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s American Funds American Balance R6 N/R in their Schedule of Assets, totaling $86K 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 | DAVIS HEALTH SYSTEM, INC. DAVIS HEALTH SYSTEM 403(B) RETIREMENT PLAN | ELKINS WV | 810 | $4.2M | $86K |
