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 Fund-A in their Schedule of Assets, totaling $1.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THIRD SECURITY, LLC THIRD SECURITY, LLC 401(K) PLAN | RADFORD VA | 131 | $18.5M | $783K |
| 2 | AIRECO SUPPLY, INC. AIRECO SUPPLY 401(K) PROFIT SHARING PLAN | SAVAGE MD | 268 | $29.8M | $632K |
| 3 | UMASS MEMORIAL HEALTH CARE, INC. UMASS MEMORIAL HEALTH CARE 403(B) PLAN |
WORCESTER MA |
| 5,561 |
| $649.7M |
| $221K |
| 4 | CENTRAL BOAT RENTALS, INC. CENTRAL BOAT RENTALS, INC. RETIREMENT PLAN AND TRUST | BERWICK LA | 291 | $10.7M | $45K |
| 5 | PATH PATH CORPORATION 403(B) PLAN | LOS ANGELES CA | 1,098 | $16.6M | $3K |
