Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 52 U.S. retirement plans report holding American Funds American Balanced Fund® Class R-6 Mutual Fund in their Schedule of Assets, totaling $172.8M 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 | THE MOUNT SINAI MEDICAL CENTER THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN | NEW YORK NY | 46,304 | $9.5B | $127.6M |
| 2 | AUTOSALES, INC. DBA SUMMIT RACING EQUIPMENT SUMMIT RACING EQUIPMENT RETIREMENT PLAN | TALLMADGE OH | 1,851 | $250.1M | $10.0M |
| 3 | CLARION PARTNERS, LLC |
NEW YORK NY |
| 320 |
| $166.8M |
| $6.5M |
| 4 | RETIREMENT UNLIMITED, INC. RETIREMENT UNLIMITED 401(K) PLAN | ROANOKE VA | 1,190 | $13.3M | $5.2M |
| 5 | INTEGRATED LINER TECHNOLOGIES INTEGRATED LINER TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | RENSSELAER NY | 108 | $15.0M | $2.4M |
| 6 | COFORGE LIMITED COFORGE LIMITED 401(K) PLAN | PRINCETON NJ | 1,414 | $99.4M | $1.9M |
| 7 | WORLD GROUP LLC THE WORLD GROUP SAVINGS AND INVESTMENT PLAN | CLEVELAND OH | 876 | $75.1M | $1.8M |
| 8 | ZOO MED LABORATORIES INC ZOO MED LABORATORIES INC 401(K) PROFIT SHARING PLAN & TRUST | SAN LUIS OBISPO CA | 152 | $8.6M | $1.8M |
| 9 | SIMONA AMERICA GROUP INC. SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN | ARCHBALD PA | 352 | $23.3M | $1.7M |
| 10 | GRAY METAL PRODUCTS INC GRAY METAL PRODUCTS INC 401(K) PROFIT SHARING PLAN & TRUST | AVON NY | 150 | $3.2M | $1.4M |
