Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AF American Balanced Fund Registered investment company in their Schedule of Assets, totaling $239K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WILLAMETTE VALLEY VINEYARDS INC. WILLAMETTE VALLEY VINEYARDS INC. 401(K) PROFIT SHARING PLAN AND TRUST | TURNER OR | 198 | $4.3M | $166K |
| 2 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $49K |
| 3 | LAURENCE SCHOOL |
VALLEY GLEN CA |
| 88 |
| $12.0M |
| $24K |
