Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Balanced Fund CL R6 Mutual Funds - in their Schedule of Assets, totaling $126.0M 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 | LITHIA MOTORS, INC. LITHIA MOTORS, INC. 401(K) PLAN | MEDFORD OR | 23,444 | $1.0B | $41.2M |
| 2 | RPC, INC. RPC 401(K) PLAN | ATLANTA GA | 3,089 | $274.2M | $27.6M |
| 3 | BRESSLER, AMERY & ROSS P.C. BRESSLER, AMERY & ROSS P. C. 401(K) PROFIT SHARING PLAN |
FLORHAM PARK NJ |
| 201 |
| $77.1M |
| $20.6M |
| 4 | DIEBOLD NIXDORF, INCORPORATED DIEBOLD, INCORPORATED 401(K) SAVINGS PLAN | NORTH CANTON OH | 3,499 | $571.5M | $13.5M |
| 5 | VORNADO REALTY TRUST VORNADO REALTY TRUST 401(K) PLAN | PARAMUS NJ | 582 | $235.7M | $10.5M |
| 6 | PRECISION GEAR INDUSTRIES LLC PRECISION GEAR INDUSTRIES LLC 401(K) PLAN | COLLEGE POINT NY | 139 | $19.6M | $4.7M |
| 7 | KAUFMAN & CANOLES, A PROFESSIONAL CORPORATION KAUFMAN & CANOLES 401(K) PROFIT SHARING PLAN | NORFOLK VA | 209 | $195.6M | $3.5M |
| 8 | AMPLIFY ENERGY SERVICES LLC AMPLIFY ENERGY SERVICES LLC 401(K) PLAN | HOUSTON TX | 231 | $37.9M | $1.6M |
| 9 | BOOKS-A-MILLION, INC. BOOKS-A-MILLION, INC. 401(K) PLAN | BIRMINGHAM AL | 3,968 | $40.2M | $1.4M |
| 10 | LEVITON MANUFACTURING CO., INC. RETIREMENT SAVINGS PLAN OF LEVITON AFFILIATED EMPLOYERS | MELVILLE NY | 284 | $12.0M | $381K |
