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-6 Registered Investment Company in their Schedule of Assets, totaling $17.9M 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 | UNION HOME MORTGAGE CORPORATION UNION HOME MORTGAGE CORPORATION 401(K) PLAN | STRONGSVILLE OH | 1,712 | $94.9M | $14.0M |
| 2 | THE DON CHAPIN CO., INC. THE DON CHAPIN CO., INC. 401(K) PLAN | SALINAS CA | 271 | $38.6M | $3.2M |
| 3 | SHIFAMED, LLC SHIFAMED LLC 401(K) PROFIT SHARING PLAN |
CAMPBELL CA |
| 371 |
| $20.7M |
| $433K |
| 4 | BEST SUPPLY, INC. BEST SUPPLY, INC. 401(K) RETIREMENT PLAN | EASTLAKE OH | 326 | $7.8M | $268K |
| 5 | BONNEY PLUMBING LLC BONNEY PLUMBING LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 269 | $6.0M | $6K |
| 6 | INDEPENDENT PHYSICIAN ASSOCIATES DBA ALL CARE ALL CARE 401(K) PLAN | MODESTO CA | 316 | $17.2M | $2K |
