Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s, at fair value American Funds American Funds American Balanced R6 in their Schedule of Assets, totaling $950K 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 | FORD, WALKER, HAGGERTY & BEHAR, LLP FORD, WALKER, HAGGERTY & BEHAR, LLP 401(K) PLAN | LONG BEACH CA | 150 | $34.9M | $950K |
