Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Balanced Fund Registered Investment Company in their Schedule of Assets, totaling $37.3M 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 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SANTA CLARA CA | 1,842 | $520.4M | $22.7M |
| 2 | SANTA CLARA UNIVERSITY SANTA CLARA UNIVERSITY TAX-DEFERRED ANNUITY PLAN | SANTA CLARA CA | 1,835 | $459.6M | $10.6M |
| 3 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN |
ATLANTA GA |
| 267 |
| $10.8M |
| $1.3M |
| 4 | WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | DUBLIN GA | 1,547 | $34.8M | $555K |
| 5 | PROVIDENCE MUTUAL FIRE INSURANCE COMPANY PROVIDENCE MUTUAL FIRE INSURANCE COMPANY PROFIT SHARING & 401(K) SAVINGS PLAN | WARWICK RI | 85 | $25.1M | $544K |
| 6 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $462K |
| 7 | CONTROL RISKS GROUP, LLC CONTROL RISKS GROUP, LLC PROFIT SHARING PLAN | WASHINGTON DC | 342 | $42.2M | $376K |
| 8 | FELDCO FACTORY DIRECT, LLC FELDCO 401(K) PLAN | ROSEMONT IL | 276 | $15.8M | $351K |
| 9 | ITALENT CORPORATION ITALENT CORPORATION 401(K) PLAN & TRUST | CAMPBELL CA | 190 | $9.9M | $201K |
| 10 | AZURA LIVING LLC AZURA LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | MILWAUKEE WI | 230 | $2.6M | $101K |
