American Funds Balanced RET OPT
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 94 retirement plans report an interest in this investment, totaling $43.5M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
94
Reported interest (EOY)
$43.5M
Data source
DOL Form 5500 · Schedule D
Plans holding American Funds Balanced RET OPTranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | MODERN HR, INC. THE CONNECTME 401(K) PLAN | BURBANK CA | 12,573 | $108.1M | $4.2M |
| 2 | GILTON SOLID WASTE MANAGEMENT, INC. GILTON SOLID WASTE MANAGEMENT, INC. PROFIT SHARING 401(K) PLAN | OAKDALE CA | 327 | $33.4M | $3.3M |
| 3 | PROSERVICE PACIFIC, LLC DBA PROSERVICE HAWAII PROSERVICE HAWAII 401(K) PLAN | HONOLULU HI | 13,591 | $412.6M | $3.0M |
| 4 | MIDWEST AIR TRAFFIC CONTROL SERVICE, INC. MIDWEST ATC SERVICE 401(K) & PENSION PLAN | OVERLAND PARK KS | 521 | $55.6M | $2.5M |
| 5 | NEXT DOOR FOUNDATION, INC. NEXT DOOR SAVINGS & RETIREMENT PLAN | MILWAUKEE WI | 207 | $8.2M | $2.4M |
| 6 | DMA HOLDINGS, INC. DMA HOLDINGS 401(K) PLAN | TABOR CITY NC | 150 | $3.6M | $2.1M |
| 7 | WALTER'S AUTO SALES AND SERVICE INC. WALTER'S 401(K) RETIREMENT PLAN | RIVERSIDE CA | 332 | $12.6M | $2.0M |
| 8 | CENTRAL ARIZONA SUPPLY, INC. CENTRAL ARIZONA SUPPLY, INC. 401 (K) PLAN | MESA AZ | 164 | $12.9M | $2.0M |
| 9 | NAUTILUS INTERNATIONAL HOLDING CORPORATION NAUTILUS INTERNATIONAL HOLDING CORPORATION 401(K) PLAN | LONG BEACH CA | 357 | $17.7M | $1.7M |
| 10 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE KY | 36 | $2.7M | $1.5M |
See all 94 plans holding American Funds Balanced RET OPT
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