Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding American Balanced Fund Mutual fund - $ in their Schedule of Assets, totaling $143.6M 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 | DOLE FOOD COMPANY, INC. MASTER DEFINED CONTRIBUTION TRUST | CHARLOTTE NC | — | $350.9M | $32.3M |
| 2 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP EMPLOYEES 401(K) PLAN | LOS ANGELES CA | 2,617 | $301.5M | $10.8M |
| 3 | PENNONI ASSOCIATES INC. |
PHILADELPHIA PA |
| 1,365 |
| $165.4M |
| $9.3M |
| 4 | FOSSIL GROUP INC. FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN | RICHARDSON TX | 1,799 | $120.6M | $8.1M |
| 5 | LEWIS BRISBOIS BISGAARD & SMITH LLP LEWIS BRISBOIS BISGAARD & SMITH LLP 401(K) PLAN | LOS ANGELES CA | 293 | $197.1M | $6.5M |
| 6 | COMMUNITY NATIONAL BANK COMMUNITY BANCORP & DESIGNATED SUBSIDIARIES RETIREMENT SAVINGS PLAN | NEWPORT VT | 116 | $37.7M | $6.3M |
| 7 | GAMESTOP, CORP. GAMESTOP, CORP. EMPLOYEES' SAVINGS PLAN | GRAPEVINE TX | 6,663 | $153.8M | $5.4M |
| 8 | VANTAGE POINT SOLUTIONS, INC. VANTAGE POINT SOLUTIONS 401(K) PLAN | MITCHELL SD | 376 | $34.2M | $5.4M |
| 9 | WHITEFORD, TAYLOR & PRESTON, L.L.P. WHITEFORD, TAYLOR & PRESTON MONEY PURCHASE PENSION PLAN AND TRUST | BALTIMORE MD | 260 | $129.4M | $5.3M |
| 10 | SPITZER MANAGEMENT, INC. SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN | ELYRIA OH | 765 | $106.6M | $4.3M |