Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 38 retirement plans report an interest in this investment, totaling $31.7M in reported end-of-year interest. Plans are ranked by reported interest.
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.
| # | 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 | MISSISSIPPI ASSOCIATED BUILDERS & CONTRACTORS, INC. MSABC MULTIPLE EMPLOYER 401(K) PLAN | PEARL MS | 655 | $10.2M | $1.1M |
| 7 | ALLPRO CORPORATION ALLPRO CORPORATION 401(K) RETIREMENT PLAN | TAMPA FL | 1,398 | $28.8M | $870K |
| 8 | HAT CREEK CONSTRUCTION & MATERIALS, INC. HAT CREEK CONSTRUCTION & MATERIALS, INC. 401(K) PLAN | BURNEY CA | 86 | $11.7M | $862K |
| 9 | BUILDERS EXCHANGE OF THE SOUTHERN TIER, INC. CONSTRUCTION INDUSTRY 401K PLAN | FALCONER NY | 136 | $12.4M | $602K |
| 10 | LEGACY SENIOR LIVING, LLC LEGACY SENIOR LIVING, LLC 401(K) PLAN | CLEVELAND TN | 754 | $1.2M | $474K |
