Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 291 U.S. retirement plans report holding American Funds: American Balanced Fund in their Schedule of Assets, totaling $534.3M 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 | SIDLEY AUSTIN LLP SIDLEY AUSTIN LLP MASTER TRUST FOR CERTAIN DEFINED CONTRIBUTION PLAN ASSETS | CHICAGO IL | — | $2.3B | $161.6M |
| 2 | COMFORT SYSTEMS USA, INC. COMFORT SYSTEMS USA, INC. 401(K) PLAN | HOUSTON TX | 18,367 | $1.1B | $38.5M |
| 3 | BRIGHTSPRING HEALTH SERVICES |
LOUISVILLE KY |
| 43,434 |
| $794.2M |
| $32.8M |
| 4 | SARATOGA HOSPITAL RETIREMENT PLAN OF SARATOGA HOSPITAL | SARATOGA SPRINGS NY | 3,219 | $367.6M | $19.0M |
| 5 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $18.6M |
| 6 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $10.2M |
| 7 | VEKA HOLDINGS, INC. VEKA HOLDINGS, INC. AND SUBSIDIARIES PROFIT SHARING & 401(K) PLAN | FOMBELL PA | 863 | $84.2M | $7.8M |
| 8 | THE FRESH MARKET, INC. THE FRESH MARKET, INC. EMPLOYEES 401(K) SAVINGS PLAN | GREENSBORO NC | 7,390 | $78.8M | $7.5M |
| 9 | MCCREARY MODERN, INC. MCCREARY MODERN, INC. EMPLOYEES' 401(K) PLAN | NEWTON NC | 738 | $43.1M | $6.3M |
| 10 | UNIFI, INC. UNIFI, INC. RETIREMENT SAVINGS PLAN | GREENSBORO NC | 1,701 | $157.9M | $5.8M |
