Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding American Funds American Balanced R4 American Funds 0 in their Schedule of Assets, totaling $33.8M 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 | CUMMINGS ELECTRICAL, LP CUMMINGS ELECTRICAL 401(K) PLAN | FORT WORTH TX | 1,024 | $39.4M | $7.3M |
| 2 | GREENLEAF CORPORATION GREENLEAF CORPORATION SAVINGS AND RETIREMENT PLAN | SAEGERTOWN PA | 292 | $56.6M | $6.5M |
| 3 | RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RESOURCE CENTER FOR INDEPENDENT LIVING, INC. RETIREMENT PLAN AND TRUST |
UTICA NY |
| 2,499 |
| $23.7M |
| $4.3M |
| 4 | SOUTHEAST MORTGAGE OF GEORGIA, INC. SOUTHEAST MORTGAGE OF GEORGIA, INC. 401(K) PLAN | DULUTH GA | 147 | $10.0M | $3.5M |
| 5 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $1.8M |
| 6 | CHRISTIAN FINANCIAL CREDIT UNION CHRISTIAN FINANCIAL CREDIT UNION EMPLOYEES 401(K) AND PROFIT SHARING PLAN | STERLING HEIGHTS MI | 165 | $24.2M | $1.8M |
| 7 | JONES LUMBER COMPANY, INC JONES LUMBER COMPANY, INC PROFIT SHARING 401(K) PLAN | LYNWOOD CA | 136 | $15.0M | $1.4M |
| 8 | CORING & CUTTING GROUP. THE CORING & CUTTING GROUP RETIREMENT PLAN | KANSAS CITY MO | 176 | $24.4M | $1.3M |
| 9 | WEST HOMESTEAD ENG & MACHINE CO. WEST HOMESTEAD ENGINEERING MACHINE CO. 401(K) PLAN | PITTSBURGH PA | 164 | $24.6M | $1.1M |
| 10 | BELDON ROOFING & REMODELING CO. BELDON ROOFING & REMODELING COMPANY 401(K) PLAN | SAN ANTONIO TX | 115 | $6.8M | $927K |
