Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Balanced Fund, Class R6 in their Schedule of Assets, totaling $25.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AAA COOPER TRANSPORTATION AAA COOPER TRANSPORTATION EMPLOYEES' 401(K) PROFIT SHARING PLAN | DOTHAN AL | 5,236 | $276.4M | $14.1M |
| 2 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA 401(K) PLAN | DURHAM NC | 5,395 | $1.4B | $10.6M |
| 3 | ZAUSMER, P.C. |
FARMINGTON HILLS MI |
| 166 |
| $17.2M |
| $147K |
| 4 | MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. 401(K) PLAN | DAYTON OH | 395 | $29.1M | $134K |
| 5 | HENDRICKS COMMUNITY HOSPITAL ASSOCIATION HENDRICKS COMMUNITY HOSPITAL ASSOCIATION 403(B) PLAN | HENDRICKS MN | 175 | $7.0M | $95K |
