Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding American Funds American Balanced Mutual funds in their Schedule of Assets, totaling $13.5M 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 | MITCHELLS SALON AND DAY SPA, INC. MITCHELL'S SALON AND DAY SPA, INC. 401(K) PLAN | WEST CHESTER OH | 273 | $10.3M | $3.1M |
| 2 | ELRINGKLINGER AUTOMOTIVE MANUFACTURING, INC. ELRINGKLINGER RETIREMENT SAVINGS PLAN | SOUTHFIELD MI | 617 | $27.6M | $2.9M |
| 3 | YODER'S MEATS, INC. |
NEW HOLLAND PA |
| 129 |
| $10.4M |
| $2.0M |
| 4 | PCT ENTERPRISES, INC. PRECISION CABINETS 401(K) PLAN | BRENTWOOD CA | 243 | $22.8M | $1.7M |
| 5 | THE HEALTH PLAN OF WEST VIRGINIA, INC. HP-UOV 401K RETIREMENT PLAN | WHEELING WV | 513 | $54.6M | $1.3M |
| 6 | FLORIDA REALTORS FLORIDA REALTORS 401(K) PLAN | ORLANDO FL | 147 | $29.9M | $690K |
| 7 | VISTECH MANUFACTURING SOLUTIONS, LLC VISTECH MANUFACTURING SOLUTIONS, LLC 401(K) PLAN | MODESTO OH | 455 | $19.5M | $682K |
| 8 | FIRCROFT, INC. FIRCROFT INC. 401(K) PLAN | HOUSTON TX | 48 | $10.7M | $307K |
| 9 | AUGUSTINE CONSULTING, INC. AUGUSTINE CONSULTING, INC. 401(K) PLAN & TRUST | HAMILTON NJ | 168 | $18.4M | $301K |
| 10 | YAZOO MILLS, INC. YAZOO MILLS, INC. CASH OR DEFERRED PROFIT SHARING PLAN | NEW OXFORD PA | 175 | $10.9M | $196K |
