Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Balanced Fund Cl R6 Mutual fund in their Schedule of Assets, totaling $70.7M 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 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $60.7M |
| 2 | E.D. & F. MAN HOLDINGS, INC. E. D. & F. MAN HOLDINGS, INC. SAVINGS & INVESTMENT PLAN | NEW ORLEANS LA | 502 | $117.0M | $7.2M |
| 3 | BROOK HOLLOW GOLF CLUB |
DALLAS TX |
| 215 |
| $14.2M |
| $1.1M |
| 4 | APPIAN CORPORATION APPIAN CORPORATION 401(K) PLAN | MCLEAN VA | 1,339 | $237.6M | $836K |
| 5 | ARROW GEAR LLC ARROW GEAR INCENTIVE SAVINGS PLAN | COLLEGE POINT NY | 161 | $21.9M | $355K |
| 6 | SKINSPIRIT ESSENTIAL, LLC SKINSPIRIT ESSENTIAL 401(K) PLAN | SEATTLE WA | 625 | $28.8M | $303K |
| 7 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $226K |
