Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding American Funds American Balanced A in their Schedule of Assets, totaling $11.6M 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 | ELECTRICIANS ANNUITY FUND IBEW LOCAL 456 ELECTRICIANS ANNUITY PLAN - IBEW LOCAL 456 | WEST TRENTON NJ | 1,433 | $355.8M | $9.9M |
| 2 | DIPLOMA HOLDINGS, INC DIPLOMA HOLDINGS, INC. 401(K) PLAN | CLEARWATER FL | 582 | $33.5M | $768K |
| 3 | SUTTER HEALTH SUTTER HEALTH TAX DEFERRED ANNUITY EMPLOYER MATCH PLAN |
SACRAMENTO CA |
| 826 |
| $153.1M |
| $468K |
| 4 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $413K |
| 5 | TRUSTEES OF THE ST. JOHNSBURY ACADEMY ST. JOHNSBURY ACADEMY 403(B) RETIREMENT PLAN | SAINT JOHNSBURY VT | 224 | $41.5M | $47K |
