Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding s American Funds American Balanced Fund Class R6 in their Schedule of Assets, totaling $46.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SKY CHEFS, INC. SKY CHEFS, INC. MONEYSMART 401K SAVINGS AND RETIREMENT PLAN | IRVING TX | 12,486 | $256.7M | $29.4M |
| 2 | LUFTHANSA GERMAN AIRLINES VOLUNTARY INVESTMENT PLAN FOR EMPLOYEES OF LUFTHANSA | UNIONDALE NY | 1,858 | $353.8M | $16.3M |
| 3 | HAWKER PACIFIC AEROSPACE |
SUN VALLEY CA |
| 52 |
| $19.8M |
| $520K |
| 4 | PATHOLOGY ASSOCIATES PATHOLOGY ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST | CLOVIS CA | 103 | $22.1M | $3K |