Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding American Funds American Balanced Fund Mutual funds in their Schedule of Assets, totaling $3.7M 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 | GREENWASTE RECOVERY, LLC GREENWASTE RECOVERY, LLC RETIREMENT PLAN | SAN JOSE CA | 882 | $61.8M | $2.1M |
| 2 | COHEN HOLDINGS, INC. COHEN HOLDINGS, INC. PROFIT SHARING 401(K) PLAN AND TRUST | MIDDLETOWN OH | 313 | $20.6M | $565K |
| 3 | INFORMATION & COMPUTING SERVICES, INC. |
JACKSONVILLE FL |
| 410 |
| $58.0M |
| $555K |
| 4 | NOVA 401K ASSOCIATES NOVA 401(K) PLAN | HOUSTON TX | 204 | $31.2M | $237K |
| 5 | BREWER CARPET AND DESIGN CENTER, INC. BREWER CARPET & DESIGN CENTER 401(K) PROFIT SHARING PLAN & TRUST | OKLAHOMA CITY OK | 254 | $10.2M | $124K |
| 6 | ASTROPHYSICS, INC. ASTROPHYSICS, INC. 401(K) PLAN | CITY OF INDUSTRY CA | 148 | $8.1M | $49K |
| 7 | THOMAS AUTOMOTIVE FAMILY LLC THOMAS AUTOMOTIVE FAMILY 401(K) PLAN | BEDFORD PA | 215 | $11.9M | $43K |
| 8 | SONORAN SCHOOLS SONORAN SCHOOLS 401(K) PROFIT SHARING PLAN AND TRUST | GILBERT AZ | 245 | $6.5M | $12K |
