Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Balanced Fund Pooled separate account in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $4.8M |
| 2 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $2.9M |
| 3 | HALREC, INC. DBA STEVENS CREEK TOYOTA |
SAN JOSE CA |
| 822 |
| $36.3M |
| $2.0M |
| 4 | CHAPMAN MANAGEMENT CORPORATION CHAPMAN AUTO GROUP 401(K) PROFIT SHARING PLAN | HORSHAM PA | 507 | $38.0M | $1.3M |
| 5 | ASSOCIATED SPACE DESIGN, INC. ASSOCIATED SPACE DESIGN, INC. RETIREMENT SAVINGS PLAN | ATLANTA GA | 185 | $48.6M | $1.1M |
| 6 | HELLAS CONSTRUCTION, INC. HELLAS CONSTRUCTION, INC 401(K) PLAN | CEDAR PARK TX | 1,180 | $20.4M | $910K |
| 7 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $662K |
| 8 | MARTIN INCORPORATED MARTIN INCORPORATED 401(K) PLAN | FLORENCE AL | 412 | $25.8M | $660K |
| 9 | CITIZENS BANK CITIZENS BANK SALARY SAVINGS PLAN | ELIZABETHTON TN | 240 | $24.1M | $613K |
| 10 | COMMERCIAL CREAMERY COMPANY COMMERCIAL CREAMERY COMPANY 401(K) PLAN | SPOKANE WA | 144 | $19.4M | $428K |
