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 N/R in their Schedule of Assets, totaling $10.4M 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 | COOPERATIEVE RABOBANK U.A. COOPERATIEVE RABOBANK U.A. 401(K) SAVINGS PLAN | NEW YORK NY | 1,481 | $578.9M | $9.5M |
| 2 | H.A. BERKHEIMER, INC. H. A. BERKHEIMER, INC. RETIREMENT PLAN | PEN ARGYL PA | 470 | $29.0M | $314K |
| 3 | THE BOAT HOUSE GROUP BOAT HOUSE 401(K) PLAN AND TRUST |
CAPE CORAL FL |
| 197 |
| $8.7M |
| $246K |
| 4 | COBBLESTONE HOTELS, LLC COBBLESTONE HOTELS, LLC RETIREMENT SAVINGS PLAN | NEENAH WI | 180 | $4.2M | $168K |
| 5 | BURKE & HERBERT FINANICAL SERVICES CORP. SUMMIT FINANCIAL GROUP, INC. DEFINED CONTRIBUTION PLAN | MOOREFIELD WV | 472 | $46.1M | $114K |
| 6 | MILLER APPLE L.P. MILLER APPLE L.P. 401K PROFIT SHARING PLAN | FLINT MI | 496 | $4.8M | $60K |
| 7 | STONERIDGE MEAT & COUNTRY MARKET, INC. STONERIDGE MEAT & COUNTRY MARKET, INC. RETIREMENT PLAN | WAUTOMA WI | 238 | $5.1M | $41K |
| 8 | METRO TECH HOLDINGS, LLC D/B/A DEGREE ONE DEGREEONE 401(K) PLAN | SCHAUMBURG IL | 0 | $0 | $6K |
