Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The American Funds AM Fds AMER Bal R6 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 | LS TECHNOLOGIES, LLC LS TECHNOLOGIES RETIREMENT SAVINGS PLAN | WASHINGTON DC | 431 | $56.6M | $1.2M |
