Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding American funds American Balanced R3 in their Schedule of Assets, totaling $9.6M 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 | BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE NC | 130 | $11.1M | $1.6M |
| 2 | CENTRAL POWER SYSTEMS & SERVICES, INC. CENTRAL POWER SYSTEMS & SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST | LIBERTY MO | 476 | $21.4M | $1.4M |
| 3 | UNITED INDIAN HEALTH SERVICES |
ARCATA CA |
| 233 |
| $11.6M |
| $1.4M |
| 4 | TRIAD ENGINEERING, INC. TRIAD ENGINEERING, INC. 401(K) PLAN | SCOTT DEPOT WV | 180 | $14.5M | $1.2M |
| 5 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $701K |
| 6 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $593K |
| 7 | STRIDE LEARNING CENTER STRIDE LEARNING CENTER 401(K) PLAN | CHEYENNE WY | 77 | $11.7M | $575K |
| 8 | HAGERSTOWN GOODWILL INDUSTRIES INC HAGERSTOWN GOODWILL INDUSTRIES INC EMPLOYEE 401K RETIREMENT PLAN | HAGERSTOWN MD | 407 | $4.3M | $470K |
| 9 | HOOVER REHABILITATION SERVICES, INC. HOOVER REHABILITATION SERVICES, INC. 401(K) PLAN | MECHANICSBURG PA | 176 | $12.8M | $317K |
| 10 | UNBOLT, INC. UNBOLT, INC. 401(K) PROFIT SHARING PLAN | CEDARBURG WI | 170 | $7.8M | $277K |
