Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding American Funds American Balanced R4 Mutual fund -- in their Schedule of Assets, totaling $60.5M 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 | TRAILER PARK, INC. TRAILER PARK INC. RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 539 | $52.0M | $20.1M |
| 2 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN | FRANKLIN TN | 1,009 | $91.9M | $11.7M |
| 3 | MCANGUS GOUDELOCK & COURIE, LLC MCANGUS GOUDELOCK & COURIE, LLC 401(K) PROFIT SHARING PLAN |
COLUMBIA SC |
| 764 |
| $111.1M |
| $10.2M |
| 4 | MEDISYS VENTURE, INC. MEDISYS VENTURE 401(K) PLAN | JAMAICA NY | 774 | $147.3M | $6.4M |
| 5 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $2.7M |
| 6 | HEDGESERV CORPORATION HEDGESERV CORPORATION 401(K) PLAN | NEW YORK NY | 415 | $44.1M | $2.2M |
| 7 | BLDG MANAGEMENT CO, INC. BLDG MANAGEMENT CO., INC. 401(K) PLAN | NEW YORK NY | 143 | $29.6M | $2.2M |
| 8 | COLVILLE TRIBAL FEDERAL CORPORATION COLVILLE TRIBAL ENTERPRISES CORP. RETIREMENT PLAN | NESPELEM WA | 656 | $17.5M | $1.8M |
| 9 | LESSARD DESIGN INC. LESSARD DESIGN INC. EMPLOYEES SAVINGS TRUST | VIENNA VA | 52 | $13.3M | $781K |
| 10 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $591K |
