Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Balanced Fund R4 Mutual funds in their Schedule of Assets, totaling $26.9M 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 | H.N.S. MANAGEMENT COMPANY, INC. H.N.S. MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN | HARTFORD CT | 1,280 | $48.6M | $14.3M |
| 2 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $5.2M |
| 3 | PEPSI-COLA NEWBURGH BOTTLING CO., INC. |
NEWBURGH NY |
| 350 |
| $45.4M |
| $4.2M |
| 4 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN | BOSTON MA | 146 | $87.6M | $1.5M |
| 5 | TECHNIPLAS US LLC TECHNIPLAS, LLC 401(K) PLAN | NASHOTAH WI | 1,088 | $36.6M | $578K |
| 6 | TECHNIPLAS LLC TECHNIPLAS LLC 401(K) | NASHOTAH WI | 1,134 | $36.1M | $559K |
| 7 | DIRECT CHASSISLINK, INC. DIRECT CHASSISLINK, INC. 401(K) SAVINGS PLAN | CHARLOTTE NC | 789 | $44.2M | $354K |
| 8 | T GRAHAM COMPANIES GRAHAM TIRE COMPANY 401(K) PROFIT SHARING PLAN | SIOUX FALLS SD | 251 | $18.1M | $101K |
