Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Balanced Pooled separate account in their Schedule of Assets, totaling $8.3M 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 | PRIMARY COLOR SYSTEMS CORPORATION PRIMARY COLOR SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | CYPRESS CA | 274 | $15.9M | $4.8M |
| 2 | WHOLESALE PRODUCE SUPPLY LLC WPS EMPLOYEE SAVINGS PLAN | MINNEAPOLIS MN | 265 | $10.1M | $1.3M |
| 3 | PATRIOT FIRE PROTECTION, INC. |
TACOMA WA |
| 154 |
| $37.3M |
| $899K |
| 4 | SN SERVICING CORPORATION SN SERVICING 401(K) PLAN | BATON ROUGE LA | 243 | $23.9M | $604K |
| 5 | SAVIBANK SAVIBANK 401(K) RETIREMENT PLAN & TRUST | MOUNT VERNON WA | 149 | $7.2M | $367K |
| 6 | HCMC LEGAL, INC. HCMC LEGAL, INC. 401(K) AND RETIREMENT SAVINGS PLAN | NEW YORK NY | 236 | $3.0M | $171K |
| 7 | MOSCOW BUILDING SUPPLY, INC. MOSCOW BUILDING SUPPLY 401(K) PLAN | MOSCOW ID | 104 | $2.8M | $102K |
| 8 | ICC, INC. ICC, INC. 401(K) PROFIT SHARING PLAN | ST. LOUIS MO | 161 | $11.4M | $29K |
| 9 | GOODWILL OF THE OLYMPICS AND RAINIER REGION GOODWILL OF THE OLYMPICS AND RAINIER REGION 401(K) PLAN | TACOMA WA | 1,177 | $3.4M | $4K |
