Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding American Funds American Balanced Mutual fund N/A in their Schedule of Assets, totaling $4.1M 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 | BARRETT HOSPITAL & HEALTHCARE BARRETT HOSPITAL DEVELOPMENT CORPORATION 403(B) PLAN | DILLON MT | 234 | $19.4M | $3.2M |
| 2 | AMBITIONS, INC AMBITIONS 401 K PLAN | LAS VEGAS NV | 1,110 | $25.0M | $457K |
| 3 | MAINTENX INTERNATIONAL SERVICE MANAGEMENT GROUP, INC. MAINTENX 401(K) PLAN |
TAMPA FL |
| 427 |
| $11.4M |
| $131K |
| 4 | EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE WA | 166 | $5.1M | $125K |
| 5 | VALLEY MOTORS, INC. FITZPATRICK DEALERSHIP GROUP 401(K) PLAN AND TRUST | MODESTO CA | 189 | $8.7M | $88K |
| 6 | PREMIUM CONSULTING LLC NEXT LEVEL SOLUTIONS SAVINGS PLAN EMPLOYEES RETIREMENT PLAN | SPRINGFIELD MO | 237 | $9.3M | $38K |
| 7 | CAMBRIDGE MEMORIAL HOSPITAL, INC. DBA TRI VALLEY HEALTH SYSTEM TRI VALLEY HEALTH SYSTEM RETIREMENT PLAN | CAMBRIDGE NE | 187 | $13.0M | $34K |
