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 R6 in their Schedule of Assets, totaling $4.6M 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 | ORANGE COUNTY CREDIT UNION ORANGE COUNTY'S CREDIT UNION 401(K) PLAN | SANTA ANA CA | 359 | $64.2M | $3.5M |
| 2 | WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD MS | 187 | $60.0M | $1.1M |
