American Funds American balanced #
U.S. retirement plans whose Form 5500 Schedule of Assets reports this exact fund, parsed from filing PDFs and ranked by position size. Matched on the normalized security name across every plan’s latest filing.
Plans holding
77
Total parsed position
$77.3M
Data source
Schedule of Assets
Plans holding this fundranked by position size
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $18.5M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $5.6M |
| 3 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN | WASHINGTON DC | 165 | $28.3M | $5.2M |
| 4 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $4.5M |
| 5 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $3.4M |
| 6 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $3.0M |
| 7 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $3.0M |
| 8 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $2.3M |
| 9 | ENVISION INC. EMPLOYEE BENEFIT PLAN OF ENVISION, INC. | WICHITA KS | 404 | $32.6M | $2.2M |
| 10 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $2.2M |
See all 77 plans holding American Funds American balanced #
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