Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding American Funds American Balanced R5 in their Schedule of Assets, totaling $13.5M 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 | CITCO TECHNOLOGY MANAGEMENT, INC. CITCO TECHNOLOGY MANAGEMENT, INC. 401(K) RETIREMENT PLAN | FT LAUDERDALE FL | 761 | $271.2M | $4.4M |
| 2 | CONSUMER TECHNOLOGY ASSOCIATION CONSUMER TECHNOLOGY ASSOCIATION 401(K) PLAN | ARLINGTON VA | 154 | $71.6M | $2.2M |
| 3 | SHAW SYSTEMS ASSOCIATES, L.L.C. |
HOUSTON TX |
| 112 |
| $33.3M |
| $1.7M |
| 4 | MILROSE CONSULTANTS, LLC MILROSE CONSULTANTS, LLC 401(K)/PROFIT SHARING PLAN | NEW YORK NY | 413 | $17.9M | $1.2M |
| 5 | OLD COLONY ELDER SERVICES, INC OLD COLONY ELDER SERVICES, INC 401K PLAN | BROCKTON MA | 237 | $11.0M | $1.1M |
| 6 | CIVIC AUTOMOBILES GROUP FALCONI DEALERSHIPS 401(K) PLAN | MOON TOWNSHIP PA | 155 | $13.0M | $960K |
| 7 | THE WEBB LAW FIRM THE WEBB LAW FIRM 401(K) PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 131 | $51.8M | $904K |
| 8 | HELLMUTH & JOHNSON, PLLC HELLMUTH & JOHNSON, PLLC 401K PLAN | EDINA MN | 105 | $23.1M | $442K |
| 9 | ADVANTIS CREDIT UNION ADVANTIS CREDIT UNION 401(K) PLAN | OREGON CITY OR | 297 | $30.9M | $265K |
| 10 | MAGRUDER EYE INSTITUTE MAGRUDER EYE INSTITUTE 401(K) PLAN | ORLANDO FL | 206 | $20.2M | $120K |
