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 American Balanced R4 Fund in their Schedule of Assets, totaling $4.2M 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 | G.K. ENTERPRISES, INC. WHITING SWENSON EMPLOYEE'S SAVINGS PLAN | MONEE IL | 124 | $29.3M | $2.5M |
| 2 | TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH MI | 1,403 | $148.7M | $1.8M |
