Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding American Funds American Funds Balanced Fund # in their Schedule of Assets, totaling $51.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $20.4M |
| 2 | GURWIN JEWISH NURSING & REHABILITATION CENTER GURWIN TAX DEFERRED ANNUITY PLAN | COMMACK NY | 832 | $100.2M | $5.5M |
| 3 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN |
WINDSOR CT |
| 1,057 |
| $146.5M |
| $5.0M |
| 4 | WILENTZ, GOLDMAN & SPITZER, P.A. WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN | WOODBRIDGE NJ | 226 | $93.7M | $3.8M |
| 5 | BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL 88 401(K) PLAN | LAS VEGAS NV | 3,003 | $80.1M | $2.9M |
| 6 | RHR INTERNATIONAL LLP RHR INTERNATIONAL LLP SAVINGS AND RETIREMENT PLAN | CHICAGO IL | 150 | $52.0M | $2.4M |
| 7 | KONIAG, INC. KONIAG 401(K) SAVINGS PLAN | ANCHORAGE AK | 406 | $62.9M | $1.8M |
| 8 | TERRA MILLENNIUM CORPORATION TERRA MILLENNIUM CORPORATION 401(K) PLAN | SALT LAKE CITY UT | 1,977 | $77.8M | $1.6M |
| 9 | VALIANT MANAGEMENT, LLC AUTOMOTIVE TRANSPORT UNION PLAN | SIMPSONVILLE KY | 36 | $2.7M | $1.5M |
| 10 | RESOLVION, GP RESOLVION 401(K) PLAN | CHARLOTTE NC | 169 | $4.3M | $1.3M |
