Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Balanced Fund Class R-4 - in their Schedule of Assets, totaling $9.7M 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 | REHABILITATION HOSPITAL OF THE PACIFIC REHABILITATION HOSPITAL OF THE PACIFIC 403B RETIREMENT SAVINGS PLAN | HONOLULU HI | 490 | $55.1M | $3.2M |
| 2 | BANK OF CHINA BANK OF CHINA 401(K) PLAN | NEW YORK NY | 804 | $169.7M | $2.9M |
| 3 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN |
WESTBURY NY |
| 520 |
| $51.9M |
| $1.6M |
| 4 | ACI-HERZOG, A JOINT VENTURE ACI-HERZOG 401K NON-UNION EMPLOYEES PLAN | GURABO PR | 99 | $2.4M | $814K |
| 5 | LUMBEE GUARANTY BANK LUMBEE GUARANTY BANK EMPLOYEES' PENSION PLAN | PEMBROKE NC | 26 | $7.3M | $684K |
| 6 | IERUS TECHNOLOGIES, INC. IERUS TECHNOLOGIES, INC. RETIREMENT PLAN | HUNTSVILLE AL | 193 | $33.2M | $387K |
