Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 906 retirement plans report an interest in this investment, totaling $321.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | SEVEN-ELEVEN HAWAII, INC. SEVEN-ELEVEN (HAWAII), INC. 401(K) PLAN | HONOLULU HI | 679 | $24.2M | $11.9M |
| 2 | KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION MONEY PURCHASE PENSION PLAN | KALAMAZOO MI | 203 | $50.7M | $6.6M |
| 3 | REM ARMS LLC REM ARMS LLC 401(K) PLAN | LAGRANGE GA | 147 | $8.1M | $6.3M |
| 4 | ANDY J. EGAN COMPANY, INC. ANDY J. EGAN COMPANY INC. EMPLOYEES 401K PROFIT SHARING PLAN | GRAND RAPIDS MI | 133 | $21.8M | $6.0M |
| 5 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $6.0M |
| 6 | CHALLENGER GROUP SUPPORT LLC CHALLENGER GROUP SUPPORT LLC 401(K) PLAN | COLORADO SPRINGS CO | 164 | $10.4M | $5.6M |
| 7 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $5.4M |
| 8 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $5.2M |
| 9 | Z.V. PATE, INC. Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CAROLINA NC | 265 | $24.8M | $4.9M |
| 10 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $4.8M |
