Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding American Funds American Balanced Mutual fund in their Schedule of Assets, totaling $44.1M 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 | GREENSBORO AUTO AUCTION, INC. GREENSBORO AUTO AUCTION, INC. EMPLOYEES' 401(K) PLAN | GREENSBORO NC | 495 | $23.0M | $5.6M |
| 2 | JEFF WYLER AUTOMOTIVE FAMILY, INC. JEFF WYLER AUTOMOTIVE FAMILY, INC. RETIREMENT SAVINGS PLAN AND TRUST | MILFORD OH | 1,506 | $60.9M | $5.3M |
| 3 | BAPTIST HEALTH VENTURES, INC. |
PENSACOLA FL |
| 472 |
| $34.8M |
| $4.0M |
| 4 | HENDERSON COMPANIES, INC HENDERSON COMPANIES, INC. 401(K)PLAN & TRUST | LENEXA KS | 953 | $202.0M | $2.4M |
| 5 | TURNER ENTERPRISES MANAGEMENT, LLC TURNER ENTERPRISES, INC. 401(K) PLAN | ATLANTA GA | 209 | $27.8M | $2.4M |
| 6 | VIRTUSA CORPORATION VIRTUSA CORPORATION 401(K) PLAN | SOUTHBOROUGH MA | 2,675 | $166.2M | $2.1M |
| 7 | HOSPITALITY STAFFING II LLC HOSPITALITY STAFFING 401K PLAN | CHICAGO IL | 4,893 | $25.1M | $1.6M |
| 8 | INFOIMAGE OF CALIFORNIA, INC. INFOIMAGE OF CALIFORNIA, INC. RETIREMENT PLAN | BRISBANE CA | 163 | $17.3M | $1.5M |
| 9 | NORTHPOINT DEVELOPMENT, LLC NORTHPOINT DEVELOPMENT, LLC 401(K) SAFE HARBOR PLAN | RIVERSIDE MO | 1,025 | $69.6M | $1.3M |
| 10 | MAMMOTH ENERGY PARTNERS LLC MAMMOTH ENERGY PARTNERS 401(K) PROFIT SHARING PLAN AND TRUST | OKLAHOMA CITY OK | 711 | $40.7M | $1.3M |
