Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding The American Funds American Funds American Balance R6 Fund in their Schedule of Assets, totaling $3.8M 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 | ITA GROUP, INC ITA GROUP, INC. 401(K) SAVINGS AND RETIREMENT PLAN | WEST DES MOINES IA | 1,064 | $124.2M | $3.8M |
