Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Balanced Fund Class R3 in their Schedule of Assets, totaling $1.9M 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 | GIBSON-THOMAS ENGINEERING COMPANY, INC. GIBSON-THOMAS 401 (K) PLAN | LATROBE PA | 154 | $17.1M | $1.4M |
| 2 | VICTORY SOLUTIONS, INC. VICTORY SOLUTIONS, INC. 401(K) PLAN | HUNTSVILLE AL | 114 | $12.2M | $486K |
