Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding State Street Bank and Trust Company American Funds American Balanced 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 | MAC VALVES, INC. MAC VALVES, INC. PROFIT SHARING AND 401(K) PLAN | WIXOM MI | 420 | $39.5M | $1.2M |
