Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds American Balanced Fund® N/A in their Schedule of Assets, totaling $15.9M 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 | ANCHIN, BLOCK & ANCHIN LLP THE ANCHIN, BLOCK & ANCHIN SAVINGS PLAN | NEW YORK NY | 451 | $117.9M | $5.0M |
| 2 | THE ARBOR CIRCLE CORPORATION ARBOR CIRCLE RETIREMENT PLAN | GRAND RAPIDS MI | 315 | $7.6M | $2.7M |
| 3 | OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST |
HELENA MT |
| 369 |
| $40.0M |
| $1.9M |
| 4 | ROBINDALE ENERGY SERVICES, INC. ROBINDALE ENERGY SERVICES 401(K) PLAN | LATROBE PA | 875 | $70.6M | $1.5M |
| 5 | ERAMET MARIETTA, INC. RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF ERAMET MARIETTA, INC. | MARIETTA OH | 206 | $34.4M | $1.2M |
| 6 | ALUMINUM TRAILER COMPANY ALUMINUM TRAILER COMPANY 401(K) PLAN | NAPPANEE IN | 243 | $15.3M | $877K |
| 7 | OAKLAND NURSERY, INC. OAKLAND NURSERY, INC. EMPLOYEE 401K RETIREMENT PLAN AND TRUST | COLUMBUS OH | 374 | $26.8M | $842K |
| 8 | MGD, INC. DBA THE GARIBALDI COMPANY THE GARIBALDI COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | STOCKTON CA | 145 | $10.3M | $317K |
| 9 | GREAT WEST ENGINEERING, INC. GREAT WEST ENGINEERING, INC. 401(K) PROFIT SHARING PLAN & TRUST | HELENA MT | 104 | $19.9M | $305K |
| 10 | CLOSE UP FOUNDATION CLOSE UP FOUNDATION 403(B) RETIREMENT PLAN | ARLINGTON VA | 212 | $9.1M | $297K |
