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 NR in their Schedule of Assets, totaling $21.6M 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 | KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO KAHLIG MOTOR COMPANY, INC. NORTH PARK LEXUS OF SAN ANTONIO 401(K) PLAN | SAN ANTONIO TX | 342 | $29.1M | $7.2M |
| 2 | KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS KAHLIG ENTERPRISES, INC. DBA BLUEBONNET MOTORS 401(K) PLAN | NEW BRAUNFELS TX | 246 | $20.1M | $5.4M |
| 3 |
ROCKVILLE MD |
| 60 |
| $52.6M |
| $4.9M |
| 4 | BLUEBONNET CHRYSLER DODGE, LTD BLUEBONNET CHRYSLER DODGE, LTD 401(K) PLAN | NEW BRAUNFELS TX | 99 | $8.4M | $2.6M |
| 5 | SAVANTAGE FINANCIAL SERVICES, INC. SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | ROCKVILLE MD | 138 | $41.0M | $1.3M |
| 6 | ENCOMPASS LLC ENCOMPASS LLC 401(K) PROFIT SHARING PLAN | SILVER SPRING MD | 264 | $20.9M | $111K |
| 7 | THE NORWOOD SCHOOL, INC. NORWOOD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | BETHESDA MD | 125 | $44.2M | $101K |
