Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding AMERICAN BALANCED R4 Mutual fund in their Schedule of Assets, totaling $3.1M 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 | INDUSTRIAL DYNAMICS CO. LTD FILTEC 401(K) PLAN | TORRANCE CA | 82 | $14.2M | $2.6M |
| 2 | MSSC, INC. MSSC 401(K) PLAN | TROY MI | 98 | $20.0M | $401K |
| 3 | TEAM VELOCITY MARKETING, LLC TEAM VELOCITY MARKETING, LLC 401(K) PLAN | HERNDON |
| 745 |
| $27.2M |
| $93K |