American Balanced Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 105 retirement plans report an interest in this investment, totaling $37.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
105
Reported interest (EOY)
$37.5M
Data source
DOL Form 5500 · Schedule D
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.
Plans holding American Balanced Fundranked by reported interest
Unlock full list (Pro)| # | 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 | TOM MALLOY CORPORATION TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN | COMPTON CA | 478 | $26.3M | $1.2M |
| 9 | SALO INC. SALO INCORPORATED 401(K) PLAN | WORTHINGTON OH | 612 | $27.5M | $1.1M |
| 10 | DICKIE BRENNAN AND COMPANY, L.L.C. DICKIE BRENNAN AND COMPANY, L.L.C. 401(K) PLAN | NEW ORLEANS LA | 208 | $5.2M | $1.1M |
See all 105 plans holding American Balanced Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro