Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding AMERICAN FUNDS AMERFDS AMERICAN BALANCED R4 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $13.6M 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 | VETTER SENIOR LIVING VETTER SENIOR LIVING EMPLOYEES 401K PLAN | ELKHORN NE | 3,914 | $86.1M | $3.5M |
| 2 | HUSSONG MANUFACTURING COMPANY INC HUSSONG MANUFACTURING CO. INC. 401K PROFIT-SHARING PLAN | LAKEFIELD MN | 127 | $17.1M | $2.6M |
| 3 | INDIANAPOLIS MUSEUM OF ART INC. |
INDIANAPOLIS IN |
| 496 |
| $16.1M |
| $2.1M |
| 4 | C. HAGER & SONS HINGE MANUFACTURING COMPANY HAGER HINGE COMPANY SAVINGS RETIREMENT PLAN | ST. LOUIS MO | 324 | $40.0M | $1.8M |
| 5 | HARMONY HOME HEALTH SERVICES LLC HARMONY HOME HEALTH SERVICES 401K PLAN | MURRAY UT | 260 | $4.5M | $942K |
| 6 | PK U.S.A. INC. PK U.S.A. 401K PLAN | SHELBYVILLE IN | 577 | $20.7M | $895K |
| 7 | MOUNTAIN ENERGY SERVICES INC. MOUNTAIN ENERGY SERVICES INC. 401K PLAN | TUNKHANNOCK PA | 263 | $8.6M | $631K |
| 8 | COLEMAN PROFESSIONAL SERVICES INC. COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN | KENT OH | 909 | $18.8M | $515K |
| 9 | SAN DIEGO HEBREW HOMES SAN DIEGO HEBREW HOMES 403B PLAN | ENCINITAS CA | 276 | $8.8M | $183K |
| 10 | MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MONEY PURCHASE PENSION PLAN | BRYAN TX | 151 | $4.5M | $159K |
