AF American Balanced Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 896 retirement plans report an interest in this investment, totaling $342.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
896
Reported interest (EOY)
$342.8M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 3 name variants: AF American Balanced Fund, AF American Balanced, AF American Funds Balanced Fund. Counts combine all variants of the same investment.
Plans holding AF American Balanced Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | FIRSTPERRYTON BANCORP, INC. FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN | PERRYTON TX | 236 | $34.7M | $13.5M |
| 2 | SEVEN-ELEVEN HAWAII, INC. SEVEN-ELEVEN (HAWAII), INC. 401(K) PLAN | HONOLULU HI | 679 | $24.2M | $11.9M |
| 3 | KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION MONEY PURCHASE PENSION PLAN | KALAMAZOO MI | 203 | $50.7M | $6.6M |
| 4 | REM ARMS LLC REM ARMS LLC 401(K) PLAN | LAGRANGE GA | 147 | $8.1M | $6.3M |
| 5 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 25,713 | $550.4M | $6.2M |
| 6 | ANDY J. EGAN COMPANY, INC. ANDY J. EGAN COMPANY INC. EMPLOYEES 401K PROFIT SHARING PLAN | GRAND RAPIDS MI | 133 | $21.8M | $6.0M |
| 7 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $6.0M |
| 8 | CHALLENGER GROUP SUPPORT LLC CHALLENGER GROUP SUPPORT LLC 401(K) PLAN | COLORADO SPRINGS CO | 164 | $10.4M | $5.6M |
| 9 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $5.4M |
| 10 | Z.V. PATE, INC. Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CAROLINA NC | 265 | $24.8M | $4.9M |
See all 896 plans holding AF American Balanced Fund
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