Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 316 U.S. retirement plans report holding American Funds: American Balanced Fund in their Schedule of Assets, totaling $632.1M 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 | 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 | ERGON, INC. ERGON 401(K) PLAN | FLOWOOD MS | 3,470 | $651.4M | $28.3M |
| 5 | SMALLEY STEEL RING CO SMALLEY USA 401K RETIREMENT SAVINGS PLAN | LAKE ZURICH IL | 558 | $98.9M | $22.8M |
| 6 | SARATOGA HOSPITAL RETIREMENT PLAN OF SARATOGA HOSPITAL | SARATOGA SPRINGS NY | 3,219 | $367.6M | $19.0M |
| 7 | THEDACARE INC. THEDACARE RETIREMENT AND 403(B) SAVINGS PLAN | NEENAH WI | 6,774 | $837.6M | $18.6M |
| 8 | LE SUEUR, INCORPORATED LE SUEUR, INCORPORATED PROFIT SHARING AND RETIREMENT PLAN | LE SUEUR MN | 279 | $37.2M | $11.6M |
| 9 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $10.2M |
| 10 | COFFMAN TRUCK SALES, INC. COFFMAN TRUCK SALES, INC. 401(K) PLAN | AURORA IL | 106 | $15.2M | $8.5M |
