Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding American Funds American Balanced R3 Mutual Fund in their Schedule of Assets, totaling $4.8M 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 | PEABODY MOTOR SPORTS, INC. PEABODY MOTOR SPORTS, INC. 401(K) PROFIT SHARING PLAN | PEABODY MA | 445 | $38.1M | $1.5M |
| 2 | APPLIED CONSULTANTS, INC. APPLIED CONSULTANTS, INC. 401(K) PLAN | LONGVIEW TX | 597 | $21.0M | $786K |
| 3 | FAMILY COUNSELING SERVICES OF CORTLAND COUNTY, I |
CORTLAND NY |
| 100 |
| $6.2M |
| $607K |
| 4 | PRECISION ORTHOPEDICS PRECISION ORTHOPEDICS 401(K) PLAN | LAUREL MD | 109 | $4.2M | $453K |
| 5 | CAUDILL SEED AND WAREHOUSE CO., INC CSC PROFIT SHARING & 401(K) PLAN | LOUISVILLE KY | 99 | $11.8M | $297K |
| 6 | WORKFORCE ESSENTIALS, INC. WORKFORCE ESSENTIALS, INC. TSA RETIREMENT PLAN | CLARKSVILLE TN | 157 | $4.6M | $279K |
| 7 | CLEVELAND INTEGRITY SERVICES, INC. CLEVELAND INTEGRITY SERVICES, INC. 401(K) PLAN | CLEVELAND OK | 889 | $10.4M | $243K |
| 8 | SMITH-EMERY INTERNATIONAL, INC. SMITH-EMERY INTERNATIONAL, INC. 401K PLAN | LOS ANGELES CA | 159 | $13.5M | $138K |
| 9 | QUALITY FORKLIFT SALES AND SERVICE, INC. QUALITY FORKLIFT SALES AND SERVICE, INC. 401(K) PROFIT SHARING PLAN | SHAKOPEE MN | 129 | $8.8M | $123K |
| 10 | POSTWORKS NEW YORK, LLC POSTWORKS NEW YORK, LLC 401(K) PLAN | NEW YORK NY | 109 | $17.4M | $120K |
