Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Balanced Fund Class R6 Registered investment company in their Schedule of Assets, totaling $5.5M 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 | GRAPHIC SOLUTIONS GROUP, INC GRAPHIC SOLUTIONS GROUP, INC 401(K) PLAN AND TRUST AGREEMENT | DALLAS TX | 289 | $28.1M | $3.2M |
| 2 | WHITELEY TECHCNICAL SERVICES, LLC WHITELEY TECHNICAL SERVICES, LL 401(K) PLAN | BEAUMONT TX | 252 | $4.7M | $964K |
| 3 | NATIONAL SHUNT SERVICE LLC |
DUBLIN OH |
| 345 |
| $1.6M |
| $767K |
| 4 | ARVINAS OPERATIONS, INC. ARVINAS, INC. 401K PLAN | NEW HAVEN CT | 433 | $57.2M | $522K |
| 5 | URBAN RENAISSANCE GROUP, LLC URBAN RENAISSANCE 401(K) PLAN AND TRUST | SEATTLE WA | 183 | $29.3M | $86K |
| 6 | GILES AUTOMOTIVE, INC. GILES AUTOMOTIVE, INC. 401(K) PLAN | LAFAYETTE LA | 148 | $4.4M | $5K |
| 7 | MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA OH | 352 | $72.8M | $1K |
