Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding American Funds American Balanced Fund® Class R6 in their Schedule of Assets, totaling $66.3M 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 | HAWTHORN MEDICAL ASSOCIATES, LLC HAWTHORN MEDICAL ASSOCIATES, LLC PROFIT SHARING PLAN | NORTH DARTMOUTH MA | 145 | $134.9M | $7.4M |
| 2 | INSERRA SUPERMARKETS, INC. INSERRA SUPERMARKETS, INC. PROFIT SHARING 401(K) PLAN | MAHWAH NJ | 432 | $74.9M | $6.2M |
| 3 | TBH MANAGEMENT, LLC |
LARKSPUR CA |
| 192 |
| $43.2M |
| $5.2M |
| 4 | TENABLE INC. TENABLE INC. 401(K) PLAN AND TRUST | COLUMBIA MD | 1,029 | $202.6M | $4.5M |
| 5 | ASTRION ASTRION 401(K) PLAN | HUNTSVILLE AL | 2,679 | $358.9M | $4.0M |
| 6 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $3.4M |
| 7 | THE CORRADINO GROUP, INC. THE CORRADINO GROUP SALARY SAVINGS & INVESTMENT | DORAL FL | 271 | $25.9M | $3.4M |
| 8 | ALL TILE, LLC ALL HOLDINGS, LLC 401(K) PLAN AND TRUST | WOOD DALE IL | 290 | $14.9M | $3.0M |
| 9 | MDRC MDRC SAVINGS PLAN | NEW YORK NY | 333 | $64.8M | $2.5M |
| 10 | BROX INDUSTRIES, INC. BROX INDUSTRIES, INC. 401(K) RETIREMENT PLAN | ANDOVER MA | 105 | $21.1M | $2.4M |
