Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Balanced Fund- R4 in their Schedule of Assets, totaling $10.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DAIKIN AMERICA, INC DAIKIN AMERICA, INC. 401(K) SAVINGS AND RETIREMENT PLAN | ORANGEBURG NY | 534 | $191.9M | $5.3M |
| 2 | SYCAMORES SYCAMORES 401(K) PLAN | LOS ANGELES CA | 530 | $48.5M | $2.3M |
| 3 | LAUTREC, LTD. LAUTREC, LTD. EMPLOYEES' 401(K) PLAN |
FARMINGTON HILLS MI |
| 480 |
| $14.9M |
| $894K |
| 4 | DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 195 | $22.0M | $685K |
| 5 | THE PINGRY CORPORATION PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 337 | $54.4M | $250K |
| 6 | THE PINGRY CORPORATION THE PINGRY CORPORATION DEFINED CONTRIBUTION PLAN | BASKING RIDGE NJ | 124 | $80.7M | $239K |
| 7 | SEWICKLEY ACADEMY SEWICKLEY ACADEMY DC PLAN | SEWICKLEY PA | 151 | $41.9M | $199K |
| 8 | THE ESCAPE GAME, LLC THE ESCAPE GAME 401(K) PLAN | BRENTWOOD TN | 939 | $5.0M | $175K |
| 9 | FAMILYAID BOSTON INC. FAMILYAID BOSTON 403B RETIREMENT PLAN | BOSTON MA | 125 | $4.0M | $163K |
| 10 | LEWIS C HOWARD, INC. LEWIS C HOWARD PROFIT SHARING PLAN | KALAMAZOO MI | 122 | $30.9M | $56K |
