Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 58 U.S. retirement plans report holding American Funds American Balanced Fund—Class R-6 in their Schedule of Assets, totaling $74.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OLEAN GENERAL HOSPITAL OLEAN GENERAL HOSPITAL SAVINGS INCENTIVE PLAN | OLEAN NY | 1,383 | $81.5M | $10.2M |
| 2 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $9.5M |
| 3 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $6.7M |
| 4 | TRACTOR & EQUIPMENT COMPANY TRACTOR & EQUIPMENT CO. 401(K) PL. | BIRMINGHAM AL | 678 | $83.9M | $6.1M |
| 5 | LANIER & ASSOCIATES CONSULTING ENGINEERS, INC. LANIER & ASSOCIATES RETIREMENT PLAN | NEW ORLEANS LA | 124 | $47.4M | $4.4M |
| 6 | AMERICAN SENIOR COMMUNITIES, L.L.C. AMERICAN SENIOR COMMUNITIES, L.L.C. RETIREMENT SAVINGS PLAN | INDIANAPOLIS IN | 9,629 | $103.5M | $3.6M |
| 7 | UNITY HEALTH CARE, INC. UNITY HEALTH CARE, INC. 403(B) PLAN | WASHINGTON DC | 771 | $58.0M | $3.3M |
| 8 | FIRST SOLAR, INC. FIRST SOLAR, INC. 401(K) PLAN | PERRYSBURG OH | 3,960 | $361.5M | $3.2M |
| 9 | KITCHEN KOMPACT, INC. KITCHEN KOMPACT, INC. PROFIT SHARING PLAN | JEFFERSONVILLE IN | 200 | $24.2M | $3.1M |
| 10 | BANYAN STREET ADVISORS LLC BANYAN STREET ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | MIAMI FL | 112 | $10.5M | $2.7M |
