Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Balanced Fund Pooled separate account - in their Schedule of Assets, totaling $9.1M 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 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $1.6M |
| 2 | TURN 2 AG, LLC DBA HONDA WORLD HONDA WORLD DOWNEY 401(K) PLAN | DOWNEY CA | 101 | $9.9M | $1.3M |
| 3 | ELDER SERVICES OF BERKSHIRE COUNTY, INC. |
PITTSFIELD MA |
| 144 |
| $4.8M |
| $734K |
| 4 | MIDWEST TAPE, LLC MIDWEST TAPE, LLC 401(K) PROFIT SHARING PLAN | HOLLAND OH | 385 | $38.9M | $660K |
| 5 | SPECTRUM HOME HEALTH, INC. APPL ORCHARD 401(K) PLAN | KANSAS CITY KS | 189 | $13.1M | $546K |
| 6 | SAGINAW PIPE COMPANY, INC. SAGINAW PIPE CO., INC. 401(K) PLAN | SAGINAW AL | 107 | $20.6M | $480K |
| 7 | HAUSMANN CONSTRUCTION, INC. HAUSMANN ENTERPRISES 401(K) PROFIT SHARING PLAN | LINCOLN NE | 475 | $23.8M | $405K |
| 8 | OLSSON INDUSTRIAL ELECTRIC, INC. OLSSON INDUSTRIAL ELECTRIC, INC. PROFIT SHARING AND 401(K) PLAN | SPRINGFIELD OR | 403 | $52.4M | $336K |
| 9 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $310K |
| 10 | GODFREY & WING, LLC GODFREY & WING, LLC RETIREMENT SAVINGS PLAN | AURORA OH | 110 | $4.2M | $291K |
