Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Balanced Fund-R3 Registered Investment Company in their Schedule of Assets, totaling $5.8M 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 | COLE, SCOTT & KISSANE, P.A. COLE, SCOTT & KISSANE, PA 401(K) PLAN | MIAMI FL | 1,196 | $59.3M | $5.8M |
| 2 | DV MANAGEMENT COMPANY, LLC DIVERSIFIED ROOFING 401(K) PLAN | PHOENIX AZ | 289 | $817K | $24K |
