Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 113 U.S. retirement plans report holding American Funds American Balanced Fund Mutual fund -- in their Schedule of Assets, totaling $230.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OPPENHEIMER & CO. INC OPPENHEIMER & CO. INC. 401(K) PLAN | NEW YORK NY | 2,914 | $700.1M | $45.8M |
| 2 | CHILDREN'S HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES' 401(K) PLAN | LOS ANGELES CA | 8,208 | $821.1M | $27.5M |
| 3 | MERCURY GENERAL CORPORATION |
LOS ANGELES CA |
| 4,207 |
| $940.9M |
| $25.7M |
| 4 | SCHOOL OF VISUAL ARTS LLC SCHOOL OF VISUAL ARTS LLC SAVINGS OR CASH OPTION | NEW YORK NY | 1,679 | $137.4M | $9.2M |
| 5 | AKERS PACKAGING SERVICE, INC. AKERS PACKAGING SERVICE, INC. 401(K) PROFIT SHARING PLAN | MIDDLETOWN OH | 531 | $48.3M | $6.3M |
| 6 | SAGE PUBLICATIONS, INC. SAGE PUBLICATIONS, INC. 401(K) PROFIT SHARING PLAN | THOUSAND OAKS CA | 718 | $149.8M | $5.9M |
| 7 | CHILDRENS HOSPITAL LOS ANGELES CHILDRENS HOSPITAL LOS ANGELES EMPLOYEES 403 (B) PLAN | LOS ANGELES CA | 7,844 | $155.5M | $5.8M |
| 8 | UNITED WAY OF MASSACHUSETTS BAY, INC. THE 401(K) RETIREMENT SAVINGS PLAN OF UNITED WAY OF MASSACHUSETTS BAY, INC. | BOSTON MA | 78 | $19.5M | $5.6M |
| 9 | HANCOCK, DANIEL & JOHNSON, P.C. HANCOCK, DANIEL & JOHNSON, P.C. 401(K) RETIREMENT PLAN | GLEN ALLEN VA | 99 | $29.6M | $4.4M |
| 10 | PIXELOGIC MEDIA PARTNERS, LLC PIXELOGIC 401(K) PROFIT SHARING PLAN | BURBANK CA | 683 | $42.4M | $4.2M |
