Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding s American Funds American Funds American Balanced in their Schedule of Assets, totaling $113K 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 | FORWARD CORPORATION FORWARD RETIREMENT SAVINGS PLAN | STANDISH MI | 434 | $7.5M | $73K |
| 2 | CROWNE CONSULTING GROUP CROWNE CONSULTING GROUP 401(K) | OCOEE FL | 228 | $9.3M | $40K |
