Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS AMERICAN BALANCED R3 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $723K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | POLARIS EPC INC. POLARIS ENGINEERING 401K PLAN | LAKE CHARLES LA | 146 | $10.5M | $453K |
| 2 | COMMUNITY ACTION INC. OF CENTRAL TEXAS COMMUNITY ACTION INC. OF CENTRAL TEXAS 401K RETIREMENT PLAN | SAN MARCOS TX | 552 | $4.1M | $132K |
| 3 | THERAPEUTIC ALTERNATIVES INC. THERAPEUTIC ALTERNATIVES INC. 401K PLAN |
RANDLEMAN NC |
| 3,011 |
| $2.5M |
| $88K |
| 4 | PIONEER CONCRETE PUMPING SERVICE INC. PIONEER CONCRETE PUMPING SERVICE INC. 401K PROFIT SHARING PLAN | MABLETON GA | 148 | $3.4M | $48K |
| 5 | AFFILIATED SANTE GROUP SANTE GROUP COMPANIES 403B RETIREMENT PLAN | SILVER SPRING MD | 508 | $6.4M | $1K |
