American Funds Balanced RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 67 retirement plans report an interest in this investment, totaling $309.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
67
Reported interest (EOY)
$309.5M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: American Funds Balanced RET Acct, American Funds Balanced RET. Counts combine all variants of the same investment.
Plans holding American Funds Balanced RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $156.0M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $129.9M |
| 3 | PLANSOURCE FINANCIAL SERVICES, INC. PLANSOURCE FINANCIAL SERVICES, INC. RETIREMENT SAVINGS PLAN | ORLANDO FL | 1,933 | $80.7M | $2.8M |
| 4 | VENTERRA REALTY INC. VENTERRA REALTY INC. 401(K) PLAN | — | 739 | $12.6M | $2.8M |
| 5 | PINNACLE EMPLOYEE SERVICES, LLC PINNACLE EMPLOYEE SERVICES, LLC 401(K) AND PROFIT SHARING PLAN | EAST SYRACUSE NY | 2,521 | $34.9M | $1.7M |
| 6 | WMOG, INC. THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | FREMONT OH | 122 | $19.4M | $1.5M |
| 7 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 3,489 | $122.1M | $1.3M |
| 8 | NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. NIPPON SHOKUBAI AMERICA INDUSTRIES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | CHATTANOOGA TN | 134 | $16.5M | $1.2M |
| 9 | RICHFORD HEALTH CENTER, INC. RICHFORD HEALTH CENTER, INC. 401(K) PLAN | RICHFORD VT | 196 | $12.6M | $1.1M |
| 10 | FOX MANAGEMENT REHABILITATION SERVICES LLC FOX MANAGEMENT REHABILITATION SERVICES LLC 401(K) PLAN | CHERRY HILL NJ | 2,809 | $100.5M | $1.0M |
See all 67 plans holding American Funds Balanced RET Acct
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