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 Fund R6 in their Schedule of Assets, totaling $3.0M 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 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN | ROCKWALL TX | 286 | $4.0M | $2.9M |
| 2 | THE NEW INTERDISCIPLINARY SCHOOL THE NEW INTERDISCIPLINARY SCHOOL PROFIT SHARING PLAN | YAPHANK NY | 117 | $3.0M | $47K |
