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, Class A in their Schedule of Assets, totaling $5.7M 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 | PLIMPTON & HILLS CORPORATION PLIMPTON & HILLS CORPORATION EMPLOYEES SAVINGS TRUST | MERIDEN CT | 253 | $30.3M | $2.1M |
| 2 | NEWTOWN SAVINGS BANK NEWTOWN SAVINGS BANK EMPLOYEES' 401(K) SAVINGS PLAN | NEWTOWN CT | 249 | $37.5M | $2.1M |
| 3 | ALTORFER, INC. CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN |
CEDAR RAPIDS IA |
| 119 |
| $11.5M |
| $1.1M |
| 4 | CENTRAL VIRGINIA HEALTH SERVICES, INC. CENTRAL VIRGINIA HEALTH SERVICES INC. TAX SHELTER ANNUITY RETIREMENT PLAN | NEW CANTON VA | 540 | $40.0M | $268K |
| 5 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $98K |
