Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding S SHARES * American Funds American Balance Fund in their Schedule of Assets, totaling $434K 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 | NORTH AMERICAN PACKAGING, LLC DBA ECONO-PAK NORTH AMERICAN PACKAGING, LLC DBA ECONO-PAK 401K PROFIT SHARING PLAN AND TRUST | MILFORD PA | 196 | $1.8M | $434K |
