Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding The American Funds American Funds Amer Bal R6 Fund in their Schedule of Assets, totaling $1.5M 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 | ACCESS VG LLC ACCESS VG LLC 401(K) PLAN | SALT LAKE CITY UT | 88 | $13.1M | $1.4M |
| 2 | NAV TECHNOLOGIES, INC. NAV TECHNOLOGIES 401(K) PLAN | DRAPER UT | 143 | $9.5M | $46K |
