Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 84 U.S. retirement plans report holding American Funds American balanced # in their Schedule of Assets, totaling $84.6M 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 | HALO BRANDED SOLUTIONS, INC. HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN | STERLING IL | 1,886 | $131.4M | $18.5M |
| 2 | KOSTAL OF AMERICA INC. KOSTAL OF AMERICA, INC. 401(K) PLAN | TROY MI | 483 | $87.6M | $5.6M |
| 3 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN |
WASHINGTON DC |
| 165 |
| $28.3M |
| $5.2M |
| 4 | ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC. AGC RETIREMENT SAVINGS PLAN | ATLANTA GA | 5,784 | $227.0M | $4.5M |
| 5 | TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLAN | BLOOMINGTON MN | 168 | $69.1M | $3.4M |
| 6 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $3.0M |
| 7 | FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C FLAHERTY, SENSABAUGH & BONASSO, P.L.L.C. 401(K) PLAN | CHARLESTON WV | 75 | $49.5M | $3.0M |
| 8 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $2.3M |
| 9 | ENVISION INC. EMPLOYEE BENEFIT PLAN OF ENVISION, INC. | WICHITA KS | 404 | $32.6M | $2.2M |
| 10 | TAYLOR UNITED, INC. TAYLOR UNITED, INC. 401(K) PLAN | SHELTON WA | 497 | $32.8M | $2.2M |
