Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding American Funds American Funds American Balanced R3 in their Schedule of Assets, totaling $6.7M 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 | RIGIDPLY RAFTERS, INC. RIGIDPLY RAFTERS, INC. EMPLOYEE SAVINGS & RETIREMENT PLAN | RICHLAND PA | 194 | $27.3M | $2.7M |
| 2 | BOYS & GIRLS CLUBS OF METRO DENVER, INC. BOYS & GIRLS CLUBS OF METRO DENVER, INC. 401(K) PLAN | DENVER CO | 236 | $10.4M | $1.3M |
| 3 | THE SILVERCREST CENTER FOR NURSING AND REHABILITATION |
JAMAICA NY |
| 423 |
| $25.4M |
| $1.0M |
| 4 | HOLLENBECK PALMS HOLLENBECK PALMS 401K PLAN | LOS ANGELES CA | 178 | $6.2M | $923K |
| 5 | GENERAL FLOOR INDUSTRIES, INC. GENERAL FLOOR INDUSTRIES, INC. 401(K) PLAN | BELLMAWR NJ | 174 | $8.1M | $295K |
| 6 | BUSH INDUSTRIES, INC. BUSH INDUSTRIES, INC. 401(K) RETIREMENT PLAN | JAMESTOWN NY | 624 | $19.5M | $264K |
| 7 | BANKONIT, LLC BANKONIT RETIREMENT SAVINGS PLAN | OKLAHOMA CITY OK | 199 | $6.3M | $83K |
| 8 | MCP SERVICES, INC. MCP SERVICES, INC. 401(K) PROFIT SHARING PLAN | CORONA CA | 361 | $22.1M | $50K |
| 9 | FINN DIXON & HERLING LLP FINN DIXON & HERLING LLP 401(K) PROFIT SHARING PLAN | STAMFORD CT | 114 | $38.3M | $43K |
| 10 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $40K |
