Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds American Funds American Balanced A in their Schedule of Assets, totaling $5.5M 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 | WICKER, SMITH, OHARA, MCCOY & FORD, P.A. WICKER SMITH 401(K) PLAN I | CORAL GABLES FL | 185 | $25.6M | $4.4M |
| 2 | MRS. GERRY'S KITCHEN, LLC MRS. GERRY'S KITCHEN, LLC 401(K) PROFIT SHARING RETIREMENT PLAN | ALBERT LEA MN | 217 | $26.2M | $787K |
| 3 | SCHUSTER ENTERPRISES, INC. |
COLUMBUS GA |
| 318 |
| $21.4M |
| $355K |
