Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding s American Funds American Balanced R4 in their Schedule of Assets, totaling $515K 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 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $255K |
| 2 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $201K |
| 3 | PROJECTXYZ, INC. PROJECTXYZ, INC. RETIREMENT PLAN |
HUNTSVILLE AL |
| 378 |
| $9.7M |
| $59K |
