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 R6 N/R in their Schedule of Assets, totaling $10.1M 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 | HENRY MAYO NEWHALL HOSPITAL HENRY MAYO NEWHALL MEMORIAL HOSPITAL & FOUNDATION RETIREMENT PLAN | VALENCIA CA | 1,851 | $178.4M | $9.5M |
| 2 | LEONA ARIZONA EMPLOYMENT GROUP, INC LAEG 401(K) PLAN | PHOENIX AZ | 730 | $27.1M | $612K |
