Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding American Funds American Balanced R4 " in their Schedule of Assets, totaling $71.0M 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 | DIGITAL FEDERAL CREDIT UNION DIGITAL FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | MARLBOROUGH MA | 1,737 | $221.3M | $22.2M |
| 2 | ARROWHEAD CENTRAL CREDIT UNION ARROWHEAD CENTRAL CREDIT UNION 401(K) PLAN | RANCHO CUCAMONGA CA | 511 | $35.3M | $17.6M |
| 3 | FHP MANAGEMENT, INC. |
CHICAGO IL |
| 507 |
| $50.6M |
| $4.1M |
| 4 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $3.8M |
| 5 | INTERCONTINENTAL MANAGEMENT CORP. INTERCONTINENTAL COMPANIES 401(K) SAVINGS PLAN | BOSTON MA | 124 | $42.9M | $3.1M |
| 6 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $2.3M |
| 7 | MCNC MCNC RETIREMENT PLAN | RESEARCH TRIANGLE PA NC | 129 | $27.6M | $1.9M |
| 8 | INNOVATIVE LEARNING, INC. INNOVATIVE LEARNING, INC. 403(B) RETIREMENT PLAN | ANNAPOLIS MD | 214 | $21.9M | $1.8M |
| 9 | TOWER LABORATORIES LTD. TOWER LABORATORIES 401(K) PLAN | CENTERBROOK CT | 268 | $22.3M | $1.6M |
| 10 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $1.5M |
