Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Balanced Registered investment company in their Schedule of Assets, totaling $6.2M 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 | HENTZEN COATINGS, INC. HENTZEN COATINGS, INC. 401(K) AND PROFIT SHARING PLAN | MILWAUKEE WI | 328 | $38.9M | $2.3M |
| 2 | BADGER MUTUAL INSURANCE COMPANY BADGER MUTUAL INSURANCE COMPANY 401(K) PLAN | MILWAUKEE WI | 87 | $21.1M | $1.4M |
| 3 | WILO USA LLC WILO USA LLC RETIREMENT PLAN |
CEDARBURG WI |
| 451 |
| $30.9M |
| $692K |
| 4 | LBM ADVANTAGE INC LBM ADVANTAGE INC 401(K) PROFIT SHARING PLAN & TRUST | NEW WINDSOR NY | 121 | $26.3M | $529K |
| 5 | PEXCO, LLC PEXCO LLC RETIREMENT SAVINGS PLAN | JOHNS CREEK GA | 619 | $38.1M | $429K |
| 6 | ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC. HAGLEY MUSEUM & LIBRARY 403(B) PLAN | WILMINGTON DE | 88 | $20.8M | $379K |
| 7 | LG CNS AMERICA INC LG CNS AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST | ENGLEWOOD CLIFFS NJ | 268 | $22.4M | $227K |
| 8 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 96 | $21.6M | $184K |
| 9 | CHRISTOPHER COMMUNITY, INC. CHRISTOPHER COMMUNITY, INC 403(B) PLAN | SYRACUSE NY | 172 | $3.1M | $78K |
