Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Talcott Resolution Life Insurance Company American Funds American Balanced R3 in their Schedule of Assets, totaling $1.9M 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 | BETE FOG NOZZLE, INC. BETE FOG NOZZLE, INC. RETIREMENT PROGRAM | GREENFIELD MA | 139 | $16.9M | $1.7M |
| 2 | BUY SOD USA, LLC BUY SOD USA, LLC 401(K) PLAN | NEWTON GROVE NC | 138 | $4.2M | $159K |
| 3 | AMERICAN ROOFING & METAL COMPANY, INC. AMERICAN ROOFING & METAL COMPANY, INC. RETIREMENT SAVINGS PLAN |
LOUISVILLE KY |
| 213 |
| $3.3M |
| $40K |
