Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding American Balanced Fund Mutual fund N/A in their Schedule of Assets, totaling $16.0M 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 | ALERUS FINANCIAL ALERUS FINANCIAL CORPORATION SAFE HARBOR 401K PLAN | GRAND FORKS ND | 864 | $192.1M | $7.1M |
| 2 | MINNWEST CORPORATION MINNWEST CORPORATION 401(K) PLAN | MINNETONKA MN | 404 | $72.5M | $4.9M |
| 3 | AXH HOLDINGS, LLC AXH AIR-COOLERS 401(K) RETIREMENT PLAN |
TULSA OK |
| 365 |
| $25.6M |
| $2.3M |
| 4 | LANTZ CONSTRUCTION COMPANY LANTZ CONSTRUCTION COMPANY RETIREMENT PLAN | BROADWAY VA | 99 | $16.3M | $817K |
| 5 | LIFECARE MEDICAL CENTER 403(B) RETIREMENT PLAN OF LIFECARE MEDICAL CENTER | ROSEAU MN | 542 | $45.2M | $355K |
| 6 | VALLEY HOSPICE, INC. RETIREMENT PLAN OF VALLEY HOSPICE, INC. | RAYLAND OH | 142 | $4.6M | $270K |
| 7 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $121K |
| 8 | HURON AREA CENTER FOR INDEPENDENCE HURON AREA CENTER FOR INDEPENDENCE 403(B) PLAN | HURON SD | 220 | $16.2M | $60K |
| 9 | VANCE THOMPSON VISION CLINIC, PROF. LLC VANCE THOMPSON VISION CLINIC, PROF. LLC 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 442 | $27.5M | $49K |
| 10 | O.P.E.N. AMERICA, INC. DBA OPENWORKS O.P.E.N. AMERICA, INC. DBA OPENWORKS 401(K) PLAN | PHOENIX AZ | 124 | $4.3M | $5K |
