Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Balanced Mutual fund in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEPSI-COLA NEWBURGH BOTTLING CO., INC. PEPSI-COLA NEWBURGH BOTTLING CO., INC. 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF PEPSI-COLA OF THE HUDSON VALLEY AND PEPSI-COLA BRIS | NEWBURGH NY | 350 | $45.4M | $4.2M |
| 2 | AMERICAN FEDERAL BANK AMERICAN FEDERAL BANK EMPLOYEE STOCK OWNERSHIP PLAN | FARGO ND | 107 | $15.1M | $3.0M |
| 3 |
LINCOLN NE |
| 224 |
| $13.1M |
| $940K |
| 4 | ORTEGA NATIONAL PARKS, LLC DBA EXPLORUS EXPLORUS 401(K) RETIREMENT PLAN | OVERLAND PARK KS | 404 | $2.8M | $5K |
