Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 56 U.S. retirement plans report holding American Funds American Balanced – R6 Registered Investment Company in their Schedule of Assets, totaling $88.1M 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 | CHILDREN'S HOSPITAL OF ORANGE COUNTY CHILDREN'S HOSPITAL OF ORANGE COUNTY RETIREMENT ACCUMULATION PLAN | ORANGE CA | 5,939 | $592.7M | $19.5M |
| 2 | ARDEN GROUP, INC. GELSON'S MARKETS 401(K) PLAN | SANTA FE SPRINGS CA | 166 | $80.3M | $14.4M |
| 3 | ATI RESTORATION, LLC ATI RESTORATION, LLC 401(K) SAVINGS & RETIREMENT PLAN |
ANAHEIM CA |
| 1,235 |
| $41.1M |
| $7.7M |
| 4 | FIRST COMMUNITY CREDIT UNION FIRST COMMUNITY 401(K) PLAN | COQUILLE OR | 308 | $38.7M | $6.2M |
| 5 | HEALTHEQUITY, INC. HEALTHEQUITY 401(K) PLAN | DRAPER UT | 3,190 | $297.0M | $3.8M |
| 6 | BDP INTERNATIONAL, INC. BDP INTERNATIONAL, INC. 401K AND PROFIT SHARING | PHILADELPHIA PA | 1,261 | $125.9M | $3.4M |
| 7 | ASSOCIATES OF CAPE COD, INC. ASSOCIATES OF CAPE COD, INC. RETIREMENT SAVINGS PLAN | EAST FALMOUTH MA | 210 | $31.9M | $3.3M |
| 8 | ALSCO-GEYER IRRIGATION, INC. ALSCO-GEYER IRRIGATION, INC. PROFIT SHARING 401(K) PLAN | ARBUCKLE CA | 130 | $10.1M | $2.5M |
| 9 | COOPER HATCHERY, INC. COOPER FARMS RETIREMENT PLAN | OAKWOOD OH | 1,692 | $130.0M | $2.3M |
| 10 | THE BASEBALL CLUB OF SEATTLE, LLLP THE SEATTLE MARINERS 401(K) PLAN | SEATTLE WA | 1,415 | $73.9M | $2.0M |
