Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 61 U.S. retirement plans report holding American Balanced Fund, in their Schedule of Assets, totaling $203.2M 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 | SAUL EWING LLP SAUL EWING RETIREMENT PLAN | PHILADELPHIA PA | 869 | $489.3M | $83.4M |
| 2 | THE COCA-COLA BOTTLERS ASSOCIATION THE COCA-COLA BOTTLERS' ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 14,105 | $961.6M | $17.9M |
| 3 | AMADA NORTH AMERICA, INC. AMADA NORTH AMERICA GROUP PROFIT SHARING AND 401(K) PLAN |
BUENA PARK CA |
| 927 |
| $151.8M |
| $16.6M |
| 4 | BIG LOTS, INC. BIG LOTS SAVINGS PLAN | COLUMBUS OH | 19,448 | $313.1M | $11.9M |
| 5 | SALT RIVER COMMUNITY GAMING ENTERPRISES SALT RIVER COMMUNITY GAMING ENTERPRISES 401(K) PLAN | SCOTTSDALE AZ | 2,944 | $298.9M | $10.9M |
| 6 | VENTRA IONIA LLC VENTRA IONIA UNION #436 401(K) PLAN | URBANA IL | 981 | $28.2M | $7.1M |
| 7 | VENTRA SANDUSKY, LLC VENTRA SANDUSKY UNION #1216 401(K) PLAN | URBANA IL | 1,084 | $46.9M | $6.8M |
| 8 | MICHELSEN PACKAGING COMPANY MICHELSEN PACKAGING COMPANY 401K PLAN | YAKIMA WA | 150 | $70.1M | $6.0M |
| 9 | KNUTSON HOLDINGS, INC. KNUTSON HOLDINGS, INC. 401(K) PLAN | MINNEAPOLIS MN | 144 | $39.5M | $4.8M |
| 10 | CENTER FOR PRIMARY CARE, P.C. CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN | MARTINEZ GA | 313 | $79.1M | $4.1M |
