Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding American Funds Balanced Fund Mutual fund in their Schedule of Assets, totaling $59.9M 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 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN | LOS ANGELES CA | 183 | $120.0M | $10.0M |
| 2 | CARRIS FINANCIAL CORP. CFC RETIREMENT PLAN | PROCTOR VT | 463 | $25.7M | $5.8M |
| 3 | M. HOLLAND COMPANY M. HOLLAND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST |
NORTHBROOK IL |
| 244 |
| $68.3M |
| $4.8M |
| 4 | MCRAE INDUSTRIES, INC. THE MCRAE INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | MT. GILEAD NC | 460 | $21.9M | $3.3M |
| 5 | WILSON & COMPANY, INC., ENGINEERS & ARCHITECTS WILSON & COMPANY 401(K) PLAN | ALBUQUERQUE NM | 684 | $110.3M | $3.3M |
| 6 | CAROLINA BIOLOGICAL SUPPLY COMPANY CAROLINA BIOLOGICAL SUPPLY COMPANY SAVINGS AND PROFIT SHARING RETIREMENT | BURLINGTON NC | 477 | $53.0M | $3.2M |
| 7 | NOSSAMAN LLP NOSSAMAN LLP PROFIT SHARING & RETIREMENT SAVINGS PLAN II | LOS ANGELES CA | 81 | $66.7M | $3.1M |
| 8 | SHELBY COUNTY MEMORIAL HOSPITAL ASSOCIATION DBA WILSON HEALTH WILSON HEALTH 401(K) PLAN | SIDNEY OH | 755 | $88.8M | $2.7M |
| 9 | RIVERSIDE RESEARCH INSTITUTE RIVERSIDE RESEARCH INSTITUTE NON-CONTRIBUTORY RETIREMENT INCOME PLAN | FAIRFAX VA | 745 | $97.8M | $2.7M |
| 10 | THE FORT MILLER GROUP, INC. THE FORT MILLER GROUP INCENTIVE SAVINGS PLAN | SCHUYLERVILLE NY | 505 | $81.4M | $2.4M |
