Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 70 U.S. retirement plans report holding American Funds American Funds American Balanced Fund - in their Schedule of Assets, totaling $63.5M 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 | ALDRIDGE GROUP, LLC ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN | LIBERTYVILLE IL | 532 | $116.8M | $9.7M |
| 2 | WORLDQUANT, LLC WORLDQUANT, LLC 401(K) SAVINGS AND RETIREMENT PLAN | OLD GREENWICH CT | 323 | $103.1M | $7.5M |
| 3 | BRISTOW GROUP INC. BRISTOW GROUP INC. EMPLOYEE SAVINGS & RETIREMENT PLAN |
HOUSTON TX |
| 618 |
| $189.5M |
| $5.7M |
| 4 | MEDHOST OF TENNESSEE, INC. MEDHOST EMPLOYEE STOCK OWNERSHIP PLAN | FRANKLIN TN | 554 | $109.5M | $5.3M |
| 5 | BENESYS, INC. BENESYS, INC. EMPLOYEES' 401(K) PLAN AND TRUST | TROY MI | 727 | $70.1M | $4.5M |
| 6 | ENGLAND, THIMS & MILLER, INC. ENGLAND, THIMS & MILLER, INC. 401(K) PLAN | JACKSONVILLE FL | 334 | $55.5M | $3.3M |
| 7 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $3.2M |
| 8 | ORRSTOWN BANK ORRSTOWN BANK 401(K) PLAN | CHAMBERSBURG PA | 625 | $51.7M | $2.0M |
| 9 | SBM OFFSHORE USA, INC. SBM OFFSHORE USA, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 29 | $88.0M | $1.6M |
| 10 | PACIFIC MANAGEMENT, INC. REALTY MANAGEMENT AND ADVISORS EMPLOYEE RETIREMENT | RIVER FOREST IL | 189 | $17.9M | $1.6M |
