Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding American Funds American Balanced Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $103.2M 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 | PAYCHEX RETIREMENT LLC PAYCHEX POOLED EMPLOYER 401(K) PLAN | ROCHESTER NY | 621,703 | $1.8B | $35.7M |
| 2 | HAMILTON, BROOK, SMITH & REYNOLDS, P.C. HAMILTON, BROOK, SMITH & REYNOLDS, P.C. 401(K) PROFIT SHARING PLAN | LINCOLN MA | 70 | $60.3M | $25.5M |
| 3 | DAVIS GRAHAM & STUBBS LLP |
DENVER CO |
| 227 |
| $179.8M |
| $12.0M |
| 4 | WASSERMAN MEDIA GROUP, LLC WASSERMAN MEDIA GROUP 401(K) PLAN | LOS ANGELES CA | 1,460 | $107.7M | $11.4M |
| 5 | LIFE TIME, INC. LIFE TIME AND ITS AFFILIATES 401(K) PLAN | CHANHASSEN MN | 41,362 | $332.1M | $3.6M |
| 6 | CAHHS HEALTHCARE ASSOCIATIONS OF CALIFORNIA 401(K) PLAN | SACRAMENTO CA | 113 | $62.8M | $2.5M |
| 7 | FINGER LAKES REGIONAL HEALTH SYSTEM, INC. RETIREMENT SAVINGS PLAN OF FINGER LAKES REGIONAL HEALTH SYSTEM | GENEVA NY | 1,624 | $104.8M | $2.3M |
| 8 | CARVER COMPANIES CARVER COMPANIES PROFIT SHARING/401(K) PLAN | COEYMANS NY | 369 | $41.3M | $2.2M |
| 9 | G.C. HANFORD MANUFACTURING COMPANY G.C. HANFORD MFG. COMPANY PROFIT SHARING PLAN | SYRACUSE NY | 153 | $13.0M | $2.0M |
| 10 | BRT EXTRUSIONS, INC. BRT EXTRUSIONS, INC. 401(K) PLAN | NILES OH | 382 | $5.2M | $1.8M |
