Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American Balanced Fund R6 Registered investment company in their Schedule of Assets, totaling $521.6M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $353.0M |
| 2 | KARSTEN MANUFACTURING CORPORATION KARSTEN MANUFACTURING CORPORATION AND SUBSIDIARIES 401(K) PLAN | PHOENIX AZ | 1,109 | $291.6M | $56.4M |
| 3 | SHARP ELECTRONICS CORPORATION |
MONTVALE NJ |
| 1,692 |
| $473.2M |
| $51.3M |
| 4 | INGRAM INDUSTRIES INC. INGRAM 401(K) RETIREMENT PLAN | NASHVILLE TN | 5,888 | $634.1M | $17.2M |
| 5 | WESTERN RESERVE MUTUAL CASUALTY COMPANY WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN | WOOSTER OH | 287 | $62.0M | $9.4M |
| 6 | WARD AND SMITH, P.A. WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN | NEW BERN NC | 248 | $119.5M | $8.5M |
| 7 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 420 | $155.8M | $6.9M |
| 8 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $5.6M |
| 9 | KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. KNOX MCLAUGHLIN GORNALL & SENNETT, P.C. 401(K) PROFIT SHARING PLAN | ERIE PA | 87 | $41.9M | $3.7M |
| 10 | COMMUNITY HEALTH CARE, INC COMPLETECARE HEALTH NETWORK RETIREMENT PLAN | BRIDGETON NJ | 247 | $21.2M | $2.5M |
