Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding AF American Balanced Fund in their Schedule of Assets, totaling $4.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE SPEECH PATHOLOGY GROUP, INC. THE COMMUNICATIONS GROUP 401(K) PLAN | WALNUT CREEK CA | 1,484 | $37.7M | $1.5M |
| 2 | MEADOWLAND FARMERS COOP MEADOWLAND FARMERS COOP 401(K) PLAN | LAMBERTON MN | 217 | $18.7M | $685K |
| 3 | IC EMPLOYEE LEASING LLC IC EMPLOYEE LEASING LLC 401(K) PLAN |
INWOOD NY |
| 216 |
| $7.5M |
| $435K |
| 4 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $381K |
| 5 | LYON GEAR & MACHINE, INC. LYON GEAR & MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ROCHESTER MI | 111 | $5.9M | $362K |
| 6 | FRANK G. LOVE ENVELOPES, INC. FRANK G. LOVE ENVELOPES EMPLOYEE 401(K) PROFIT SHARING PLAN | TULSA OK | 152 | $5.9M | $361K |
| 7 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $261K |
| 8 | CHAUVET & SONS, LLC. CHAUVET & SONS, LLC 401(K) PROFIT SHARING PLAN | DAVIE FL | 260 | $13.1M | $194K |
| 9 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $155K |
| 10 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $122K |
