Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding American Funds American Funds American Balanced - in their Schedule of Assets, totaling $28.2M 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 | FROEDTERT THEDACARE HEALTH, INC. FROEDTERT HEALTH, INC 401(A) RETIREMENT PLAN | MENOMONEE FALLS WI | 1,937 | $125.8M | $6.2M |
| 2 | MODERN BUILDERS SUPPLY, INCORPORATED MODERN BUILDERS SUPPLY, INC. EMPLOYEES' 401(K) AND PROFIT SHARING PLAN | BOARDMAN OH | 618 | $37.1M | $5.0M |
| 3 | ACOUSTI ENGINEERING COMPANY OF FLORIDA |
ORLANDO FL |
| 534 |
| $33.0M |
| $3.5M |
| 4 | BIG SANDY DISTRIBUTION, INC. BIG SANDY SUPERSTORES 401(K) PLAN | FRANKLIN FURNACE OH | 551 | $13.5M | $2.2M |
| 5 | MID-SOUTH INDEPENDENT SCHOOL BUSINESS OFFICERS, INC. THE INDEPENDENT SCHOOL GROUP RETIREMENT PLAN (MISBO) | MARIETTA GA | 2,981 | $394.8M | $1.8M |
| 6 | 61ST STREET SERVICE CORPORATION 61ST STREET SERVICE CORPORATION 401(K) RETIREMENT PLAN | NEW YORK NY | 1,497 | $62.7M | $1.6M |
| 7 | WILLIAMS COMPANY MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN AND TRUST FOR EMPLOYEES OF WILLIAMS COMPANY - MANAGEMENT GROUP | MAITLAND FL | 120 | $12.9M | $1.6M |
| 8 | YELLOWSTONE LANDSCAPE, INC. YELLOWSTONE LANDSCAPE, INC. 401(K) PROFIT SHARING PLAN | BUNNELL FL | 3,136 | $39.1M | $1.2M |
| 9 | ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS IN | 354 | $29.8M | $856K |
| 10 | PILGRIM PLACE IN CLAREMONT PILGRIM PLACE IN CLAREMONT 403(B) PLAN | CLAREMONT CA | 237 | $8.1M | $754K |
