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 Fund® Class R-6 in their Schedule of Assets, totaling $56.2M 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 | LATHROP GPM LLP LATHROP GPM LLP RETIREMENT PLAN AND TRUST | KANSAS CITY MO | 488 | $349.2M | $15.9M |
| 2 | HEITMAN LLC HEITMAN EMPLOYEES ADVANTAGE RETIREMENT PLAN | CHICAGO IL | 298 | $90.9M | $7.9M |
| 3 | LATHROP GPM LLP LATHROP GPM LLP 401(K) PLAN |
KANSAS CITY MO |
| 193 |
| $104.6M |
| $5.2M |
| 4 | NEWPORT GROUP, INC. APRIO ADVANTAGE POOLED EMPLOYER PLAN | FOLSOM CA | 1,017 | $55.7M | $3.4M |
| 5 | LEGENDS HOSPITALITY, LLC LEGENDS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 16,236 | $105.8M | $2.8M |
| 6 | EDWARD ROSE BUILDING ENTERPRISE, LLC EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 2,481 | $104.6M | $2.5M |
| 7 | HOUSTON RADIOLOGY ASSOCIATED HOUSTON RADIOLOGY ASSOCIATED PROFIT SHARING PLAN | HOUSTON TX | 134 | $109.7M | $2.2M |
| 8 | AMS MECHANICAL HOLDINGS, INC. AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | WOODRIDGE IL | 175 | $29.5M | $1.8M |
| 9 | EDWARD ROSE & SONS EDWARD ROSE BUILDING ENTERPRISE 401(K) PLAN | BLOOMFIELD HILLS MI | 1,874 | $75.4M | $1.8M |
| 10 | CAMBRIDGE UNIVERSITY PRESS AND ASSESSMENT CAMBRIDGE UNIVERSITY PRESS RETIREMENT PLAN | NEW YORK NY | 339 | $39.6M | $1.8M |
