Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Balanced Fund Pooled separate accounts in their Schedule of Assets, totaling $7.6M 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 | AMERICAN VANGUARD CORPORATION AMERICAN VANGUARD CORPORATION RETIREMENT SAVINGS PLAN | NEWPORT BEACH CA | 415 | $81.6M | $6.0M |
| 2 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $566K |
| 3 | ELECTRO-METHODS, INC. ELECTRO-METHODS, INC 401(K) PLAN |
SOUTH WINDSOR CT |
| 210 |
| $24.5M |
| $460K |
| 4 | TS BANKING GROUP TS BANKING GROUP SAVINGS PLAN | TREYNOR IA | 176 | $16.5M | $181K |
| 5 | AHS RESIDENTIAL, LLC AHS RESIDENTIAL, LLC 401(K) PLAN | MIAMI FL | 221 | $11.6M | $180K |
| 6 | C & K INDUSTRIAL SERVICES, INC. C & K INDUSTRIAL SERVICES, INC. 401(K) PLAN | INDEPENDENCE OH | 149 | $8.0M | $129K |
| 7 | BERGER AND BURROW ENTERPRISES, INC. BERGER AND BURROW ENTERPRISES, INC. D/B/A DYNAMIC MOBILE IMAGING 401(K) PLAN | HENRICO VA | 0 | $0 | $82K |
| 8 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $6K |
