Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding American Funds American Balanced Fund, Class A in their Schedule of Assets, totaling $3.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | ALTORFER, INC. CAPITOL MACHINERY COMPANY DEFINED BENEFIT PENSION PLAN | CEDAR RAPIDS IA | 119 | $11.5M | $1.1M |
| 3 | CENTRAL VIRGINIA HEALTH SERVICES, INC. |
NEW CANTON VA |
| 540 |
| $40.0M |
| $268K |
| 4 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $98K |
