Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American Funds Balanced Fund Pooled Separate Account in their Schedule of Assets, totaling $728K 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 | HERMANSON COMPANY, LLP EAGLE 2 ENTERPRISES, LLC 401(K) PLAN | KENT WA | 232 | $34.4M | $435K |
| 2 | ATLANTIC CONCRETE COMPANY, INC. ATLANTIC CONCRETE COMPANY, INC. 401(K) PLAN | MILFORD DE | 155 | $6.8M | $184K |
| 3 | LILE INTERNATIONAL COMPANIES, INC. LILE INTERNATIONAL COMPANIES, INC. 401(K) PLAN |
TIGARD OR |
| 96 |
| $6.4M |
| $109K |
