Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Balanced Fund® Class R-3 in their Schedule of Assets, totaling $1.1M 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 | HUDSON VALLEY LIGHTING INC HUDSON VALLEY LIGHTING INC 401(K) PROFIT SHARING PLAN & TRUST | WAPPINGERS FALLS NY | 170 | $7.0M | $1.0M |
| 2 | G & S MOTOR EQUIPMENT CO., INC. G & S MOTOR EQUIPMENT CO., INC. PROFIT SHARING PLAN | KEARNY NJ | 121 | $13.8M | $25K |
| 3 | HEIGHTS TOWER SERVICE, INC. |
FREDERICKTOWN OH |
| 97 |
| $5.4M |
| $11K |
