Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Balanc Mutual Fund in their Schedule of Assets, totaling $1.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETALUMA HEALTH CENTER PETALUMA HEALTH CENTER 401(K) PLAN & TRUST | PETALUMA CA | 499 | $41.0M | $1.4M |
| 2 | GRANDVILLE CALVIN CHRISTIAN SCHOOLS GRANDVILLE CALVIN CHRISTIAN SCHOOLS 403(B) PLAN | GRANDVILLE MI | 106 | $3.4M | $188K |
| 3 | STEET/PONTE, INC. STEET TOYOTA, INC 401(K) PLAN |
YORKVILLE NY |
| 206 |
| $21.9M |
| $135K |
| 4 | HOLLAND CHRISTIAN EDUCATION SOCIETY HOLLAND CHRISTIAN SCHOOLS 403(B) PLAN | HOLLAND MI | 422 | $5.8M | $52K |
| 5 | WOMEN IN NEED WOMEN IN NEED 403(B) RETIREMENT PLAN | NEW YORK NY | 783 | $8.5M | $25K |
