Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 113 retirement plans report an interest in this investment, totaling $41.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 4 name variants: American Balanced Fund, American Funds Balanced, American Balanced, American Funds Balanced Fund. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $4.8M |
| 2 | PULL-A-PART LLC PULL-A-PART, LLC 401K PLAN | ATLANTA GA | 759 | $18.3M | $4.4M |
| 3 | ALBERT LEE, INC. ALBERT LEE, INC. 401(K) PLAN | SEATTLE WA | 173 | $26.0M | $3.8M |
| 4 | POWER & CONSTRUCTION GROUP, INC. POWER & CONSTRUCTION GROUP, INC. 401(K) PROFIT SHARING PLAN | SCOTTSVILLE NY | 321 | $20.5M | $3.1M |
| 5 | NEBO AGENCY, LLC NEBO AGENCY, LLC 401(K) PLAN | ATLANTA GA | 102 | $6.6M | $1.8M |
| 6 | DEMOTTE STATE BANK DEMOTTE STATE BANK 401(K) PROFIT SHARING PLAN | DEMOTTE IN | 111 | $11.5M | $1.4M |
| 7 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $1.3M |
| 8 | WILSHIRE COUNTRY CLUB WILSHIRE COUNTRY CLUB 401(K) PROFIT SHARING PLAN AND TRUST | LOS ANGELES CA | 59 | $4.2M | $1.3M |
| 9 | TOM MALLOY CORPORATION TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN | COMPTON CA | 478 | $26.3M | $1.2M |
| 10 | SALO INC. SALO INCORPORATED 401(K) PLAN | WORTHINGTON OH | 612 | $27.5M | $1.1M |
