American Funds Blncd RET Acct
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 39 retirement plans report an interest in this investment, totaling $30.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
39
Reported interest (EOY)
$30.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 2 name variants: American Funds Blncd RET Acct, American Funds Blncd RET. Counts combine all variants of the same investment.
Plans holding American Funds Blncd RET Acctranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN PROFESSIONALS, LLC ISOLVED 401-K PLAN | SHREWSBURY NJ | 47,479 | $465.7M | $15.0M |
| 2 | SMARTRONIX, LLC SMX 401(K) PLAN | HOLLYWOOD MD | 1,333 | $169.8M | $4.8M |
| 3 | EMPLOYER FLEXIBLE EMPLOYER FLEXIBLE 401(K) PLAN | HOUSTON TX | 11,224 | $215.4M | $2.9M |
| 4 | NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC. MARINE INDUSTRY RETIREMENT PLAN | CHICAGO IL | 4,068 | $136.2M | $1.6M |
| 5 | BEST CONTRACTING SERVICES, INC. BEST CONTRACTING SERVICES, INC. PROFIT SHARING 401(K) PLAN | GARDENA CA | 87 | $7.3M | $1.2M |
| 6 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $870K |
| 7 | HAT CREEK CONSTRUCTION & MATERIALS, INC. HAT CREEK CONSTRUCTION & MATERIALS, INC. 401(K) PLAN | BURNEY CA | 86 | $11.7M | $862K |
| 8 | BUILDERS EXCHANGE OF THE SOUTHERN TIER, INC. CONSTRUCTION INDUSTRY 401K PLAN | FALCONER NY | 136 | $12.4M | $602K |
| 9 | LEGACY SENIOR LIVING, LLC LEGACY SENIOR LIVING, LLC 401(K) PLAN | CLEVELAND TN | 754 | $1.2M | $474K |
| 10 | PATRIOT HEALTH PARTNERS INC. PATRIOT HEALTH PARTNERS INC. MUTLIPLE EMPLOYER PLAN | MANCHESTER NH | 350 | $32.0M | $426K |
See all 39 plans holding American Funds Blncd RET Acct
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