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 Value of Int in Regist Invest Co. in their Schedule of Assets, totaling $11.1M 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 | NGK CERAMICS USA, INC. NGK CERAMICS USA, INC. 401(K) RETIREMENT PLAN AND TRUST | MOORESVILLE NC | 541 | $48.9M | $4.2M |
| 2 | FIFTH GROUP RESTAURANTS, LLC FIFTH GROUP RESTAURANTS, LLC 401(K) PLAN | ATLANTA GA | 261 | $8.0M | $3.5M |
| 3 | CARLSON TESTING, INC. CARLSON TESTING, INC. EMPLOYEES SAVINGS TRUST |
TIGARD OR |
| 95 |
| $7.4M |
| $1.5M |
| 4 | BOLD AMERICAN FOOD, LLC BOLD AMERICAN FOOD, LLC 401(K) PLAN | ATLANTA GA | 158 | $2.2M | $777K |
| 5 | RUCKERS WHOLESALE & SERVICE COMPANY RUCKER'S WHOLESALE AND SERVICE COMPANY 401(K) PROFIT SHARING PLAN | BRIDGEPORT IL | 141 | $7.3M | $547K |
| 6 | SUNFLOWER DIVERSIFIED SERVICES, INC SUNFLOWER DIVERSIFIED SERVICES 403(B) PLAN | GREAT BEND KS | 238 | $1.8M | $238K |
| 7 | SORBARA AND SON, LP SOUTH FAYETTE SHOP & SAVE 401(K) PLAN | CARNEGIE PA | 173 | $3.5M | $224K |
| 8 | LEADING TECHNOLOGY COMPOSITES INC. LEADING TECHNOLOGY COMPOSITES INC. PROFIT SHARING/401(K) PLAN AND TRUST | WICHITA KS | 466 | $12.7M | $196K |
