Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Shares of registered investment companies The American Funds American Balanced R4 Fund in their Schedule of Assets, totaling $1.2M 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 | NORKOL, INC. NORKOL, INC. PROFIT SHARING AND SAVINGS PLAN | MONTGOMERY IL | 197 | $16.7M | $1.2M |
