Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American American Balanced Fund in their Schedule of Assets, totaling $6.5M 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 | BENDERSON DEVELOPMENT CO., LLC BENDERSON DEVELOPMENT CO., LLC 401K RETIREMENT PLAN | UNIVERSITY PARK FL | 403 | $71.6M | $4.8M |
| 2 | SMITHBUCKLIN CORPORATION SMITHBUCKLIN EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 633 | $242.5M | $1.4M |
| 3 | MARCONE GROUP MARCONE GROUP 401(K) PLAN |
CONWAY SC |
| 258 |
| $17.5M |
| $259K |
| 4 | HAYMAN COMPANY HAYMAN COMPANY 401(K) PLAN | SOUTHFIELD MI | 205 | $4.0M | $36K |
