Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding ‐ Value of Interest in Registered Investment Companies ‐ American Funds American Balanced R6 American Funds American Balanced R6 in their Schedule of Assets, totaling $6.2M 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 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON LLP MASTER TRUST | BALTIMORE MD | — | $119.7M | $3.3M |
| 2 | SOUTHERN MILLS, INC. D/B/A TENCATE PROTECTIVE FABRICS TENCATE PROTECTIVE FABRICS SAVINGS PLAN | UNION CITY GA | 398 | $38.7M | $2.8M |
