Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding AMERICAN FUNDS AMER BAL FD- R3 in their Schedule of Assets, totaling $19.8M 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 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $4.7M |
| 2 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN | FARIBAULT MN | 566 | $19.8M | $3.7M |
| 3 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN |
NEW YORK NY |
| 263 |
| $19.9M |
| $1.8M |
| 4 | MFXCHANGE US, INC. MFXCHANGE US, INC. EMPLOYEE RETIREMENT PLAN | MORRIS PLAINS NJ | 46 | $17.1M | $1.4M |
| 5 | BLUE LAKE CASINO BLUE LAKE CASINO 401K PLAN | BLUE LAKE CA | 204 | $3.5M | $957K |
| 6 | TRIANGLE WAREHOUSE, INC. TRIANGLE WAREHOUSE, INC. 401(K) SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 214 | $6.9M | $849K |
| 7 | BRAY & SCARFF, INC. BRAY & SCARFF 401(K) SAVINGS PLAN | LAUREL MD | 189 | $11.0M | $788K |
| 8 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN | HOUSTON TX | 462 | $28.4M | $703K |
| 9 | ATOMIC CREDIT UNION, INC. ATOMIC CREDIT UNION, INC. 401(K) PLAN | PIKETON OH | 205 | $18.1M | $596K |
| 10 | MAVEN WAVE PARTNERS MAVEN WAVE PARTNERS 401(K) PLAN | CHICAGO IL | 251 | $34.4M | $514K |
