Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds American Funds American Balanced N/R in their Schedule of Assets, totaling $9.0M 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 | TT GROUP INDUSTRIES, INC. TT ELECTRONICS 401(K) RETIREMENT PLAN | PLANO TX | 797 | $67.2M | $2.9M |
| 2 | REECE INC. REECE USA 401(K) PLAN | DALLAS TX | 3,577 | $181.6M | $2.7M |
| 3 | KLEHR HARRISON HARVEY BRANZBURG LLP KLEHR HARRISON HARVEY BRANZBURG LLP 401(K) PROFIT SHARING PLAN |
PHILADELPHIA PA |
| 102 |
| $90.5M |
| $2.5M |
| 4 | WEGMAN CAPITAL LLC WEGMAN CAPITAL LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 173 | $4.5M | $298K |
| 5 | WEGMAN PARTNERS LLC WEGMAN PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST | DALLAS TX | 163 | $3.7M | $229K |
| 6 | J. V. MANUFACTURING COMPANY, INC. J.V. MANUFACTURING COMPANY, INC. 401(K) RETIREMENT PLAN | NATRONA HEIGHTS PA | 111 | $15.0M | $201K |
| 7 | WESLEY SPECTRUM SERVICES WESLEY SPECTRUM SERVICES 403(B) SAVINGS PLAN | WILKINSBURG PA | 71 | $12.7M | $105K |
| 8 | SHIPPERS WAREHOUSE, INC. SHIPPERS WAREHOUSE, INC. 401(K) PLAN | HUTCHINS TX | 290 | $7.2M | $35K |
| 9 | PACKBACK, INC. PACKBACK 401(K) RETIREMENT SAVINGS PLAN | CHICAGO IL | 118 | $5.1M | $7K |
