Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding AMERICAN FUNDS AMER BAL - R4 in their Schedule of Assets, totaling $39.9M 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 | SHAPELL INVESTMENT PROPERTIES SHAPELL INVESTMENT PROPERTIES, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 172 | $42.3M | $8.8M |
| 2 | INTERSTATE CHEMICAL COMPANY, INC INTERSTATE CHEMICAL COMPANY 401(K) / PROFIT SHARING PLAN | HERMITAGE PA | 271 | $30.7M | $3.8M |
| 3 | ALLENTOWN MACK SALES & SERVICES |
ALLENTOWN PA |
| 168 |
| $14.5M |
| $3.2M |
| 4 | THE ELECTRIC MOTOR REPAIR CO. THE ELECTRIC MOTOR REPAIR CO. 401(K) RETIREMENT SAVINGS PLAN | ROSEDALE MD | 199 | $17.4M | $2.3M |
| 5 | FOOD EXPRESS, INC. FOOD EXPRESS, INC. 401(K) PLAN | PALMDALE CA | 266 | $21.1M | $2.0M |
| 6 | JAMES J. ANDERSON CONSTRUCTION JAMES J. ANDERSON CONSTRUCTION CO., INC. 401(K) PS PLAN | PHILADELPHIA PA | 91 | $27.9M | $2.0M |
| 7 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $1.9M |
| 8 | PHOENIX INTERNATIONAL HOLDINGS, PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | LARGO MD | 178 | $22.2M | $1.6M |
| 9 | AGENCY HOLDING COMPANY AGENCY SERVICES, INC. 401(K) PROFIT SHARING PLAN | HANOVER MD | 203 | $26.5M | $1.3M |
| 10 | ENTERPRISE ASSOCIATES, LLC ENTERPRISE ASSOCIATES LLC 401(K) RETIREMENT PLAN | NORWOOD MA | 513 | $25.6M | $1.3M |
