Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding American Funds American Funds American Balanced R4 in their Schedule of Assets, totaling $32.7M 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 | BOARD OF TRUSTEES SEAFARERS INTERNATIONA UNION AGLIW 401(K) PLAN SEAFARERS INTERNATIONAL UNION AGLIW 401(K) PLAN | CAMP SPRINGS MD | 2,348 | $80.4M | $14.0M |
| 2 | ARCADIA RETIREMENT RESIDENCE ARCADIA RETIREMENT RESIDENCE 403(B) PLAN | HONOLULU HI | 600 | $52.4M | $4.8M |
| 3 | REA MAGNET WIRE COMPANY, INC. |
FORT WAYNE IN |
| 581 |
| $87.4M |
| $3.2M |
| 4 | ROUSH HOLDINGS, INC. ROUSH HOLDINGS, INC. 401(K) PLAN | WESTERVILLE OH | 410 | $22.4M | $2.5M |
| 5 | STEPHEN GAYNOR SCHOOL STEPHEN GAYNOR SCHOOL 401(K) P/S PLAN | NEW YORK NY | 173 | $18.0M | $2.2M |
| 6 | KLEEN-RITE CORPORATION KLEEN-RITE CORPORATION 401(K) PLAN | COLUMBIA PA | 158 | $13.6M | $1.6M |
| 7 | TRIAD METALS TRIAD METALS 401(K) SAVINGS PLAN | PITTSBURGH PA | 239 | $38.0M | $1.0M |
| 8 | MONSTER BEVERAGE CORPORATION MONSTER ENERGY COMPANY 401 K PLAN | CORONA CA | 3,696 | $260.2M | $886K |
| 9 | BCCI CONSTRUCTION, LLC BCCI 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 130 | $26.1M | $814K |
| 10 | SMALL NEWSPAPER GROUP, INC. SMALL NEWSPAPER GROUP RETIREMENT PLAN & TRUST | KANKAKEE IL | 33 | $11.4M | $435K |
