Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding ‘”‘ American Balanced Fund Registered investment company in their Schedule of Assets, totaling $3.8M 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 | NORTHWEST KIDNEY CENTERS NORTHWEST KIDNEY CENTERS TAX DEFERRED 401(K) PLAN AND TRUST | SEATAC WA | 780 | $126.1M | $3.1M |
| 2 | FEDERAL CONTRACTING, INC. BRYAN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN | COLORADO SPRINGS CO | 175 | $15.7M | $410K |
| 3 | WOODHARBOR MOLDING & MILLWORKS, INC. |
MASON CITY IA |
| 115 |
| $9.1M |
| $264K |
| 4 | LA JOLLA GROUP, INC. THE LA JOLLA GROUP 401(K) PLAN | IRVINE CA | 340 | $15.2M | $29K |
| 5 | FAMILY SUPPORT SERVICES OF NORTH FLORIDA FAMILY SUPPORT SERVICES OF NORTH FLORIDA 401(K) RETIREMENT SAVINGS PLAN | JACKSONVILLE FL | 526 | $8.5M | $3K |
| 6 | GUIDO'S QUALITY FRUIT & PRODUCE GUIDO'S QUALITY FRUIT & PRODUCE 401(K) SAVINGS PLAN | PITTSFIELD MA | 196 | $12.5M | $2K |
