Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Balanced in their Schedule of Assets, totaling $3.6M 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 | DART BANK DART BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MASON MI | 291 | $31.0M | $2.4M |
| 2 | LIVING RESOURCES CORPORATION LIVING RESOURCES 403(B) RETIREMENT PLAN | ALBANY NY | 805 | $11.0M | $488K |
| 3 | GOWAN CONSTRUCTION, INC. GOWAN CONSTRUCTION, INC. RETIREMENT PLAN |
OSLO MN |
| 159 |
| $16.8M |
| $394K |
| 4 | METALS SOLUTIONS LLC METALS SOLUTIONS LLC 401K RETIREMENT PLAN | VESTAVIA HILLS AL | 305 | $17.8M | $330K |
| 5 | DEARBORN SAUSAGE COMPANY, INC. DEARBORN SAUSAGE COMPANY, INC. 401(K) PLAN | DEARBORN MI | 181 | $8.3M | $14K |