Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds American Balanced R3 American Funds 0 in their Schedule of Assets, totaling $5.5M 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 | ACE HARDWARE OF CHATTANOOGA, INC. ACE HARDWARE OF CHATTANOOGA 401(K) PROFIT SHARING PLAN | CHATTANOOGA TN | 411 | $12.8M | $2.0M |
| 2 | SEAWAY PLASTICS ENGINEERING, LLC SEAWAY PLASTICS ENGINEERING, LLC PROFIT SHARING PLAN | PORT RICHEY FL | 289 | $10.3M | $1.8M |
| 3 | MOBILE AIR TRANSPORT, INC. |
LATHAM NY |
| 101 |
| $5.0M |
| $792K |
| 4 | SMITH INDUSTRIES, INC. JOSEPH SMITH & SONS, INC. 401(K) PS PLAN | CAPITOL HEIGHTS MD | 484 | $6.2M | $420K |
| 5 | UIDC ADMINISTRATIVE SERVICES DIVISION UIDC 401(K) PLAN | CANYONVILLE OR | 779 | $32.1M | $378K |
| 6 | BEAR REPUBLIC BREWING COMPANY, INC. BEAR REPUBLIC BREWING CO., INC. 401(K) PLAN | CLOVERDALE CA | 37 | $2.5M | $112K |
