Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Balanced Fund;R4 Mutual Fund in their Schedule of Assets, totaling $21.5M 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 | GULF INTERSTATE ENGINEERING COMPANY GULF INTERSTATE ENGINEERING COMPANY SAVINGS PLAN | HOUSTON TX | 628 | $78.9M | $14.2M |
| 2 | SWAROVSKI U.S. HOLDINGS LTD. SWAROVSKI EMPLOYEE RETIREMENT SAVINGS PLAN | CRANSTON RI | 1,719 | $80.7M | $5.9M |
| 3 | BONE & JOINT CLINIC OF B.R., INC. |
BATON ROUGE LA |
| 209 |
| $18.9M |
| $463K |
| 4 | WHEEL PROS, LLC WHEEL PROS, LLC 401(K) RETIREMENT PLAN | GREENWOOD VILLAGE CO | 932 | $84.8M | $419K |
| 5 | FOLK OIL COMPANY, INC. FOLK OIL COMPANY, INC. 401K PROFIT SHARING PLAN | HOMER MI | 280 | $10.1M | $286K |
| 6 | RAIDERS FOOTBALL CLUB, LLC LAS VEGAS RAIDERS 401(K) RETIREMENT PLAN | HENDERSON NV | 934 | $47.6M | $207K |