Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding American Funds Balanced Fund Pooled separate account in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | 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 | SOUTHERN FOODSERVICE MANAGEMENT, INC. SOUTHERN FOODSERVICE MANAGEMENT, INC. 401(K) PLAN | BIRMINGHAM AL | 525 | $5.3M | $338K |
| 3 | ATLANTIC CONCRETE COMPANY, INC. |
MILFORD DE |
| 155 |
| $6.8M |
| $184K |
| 4 | ASSISTED HOME RECOVERY, INC. ASSISTED HOME HEALTH AND HOSPICE 401(K) PLAN | THOUSAND OAKS CA | 795 | $17.8M | $164K |
| 5 | BETA TECHNOLOGIES, INC. BETA TECHNOLOGIES 401(K) PLAN | SOUTH BURLINGTON VT | 733 | $20.2M | $116K |
| 6 | LILE INTERNATIONAL COMPANIES, INC. LILE INTERNATIONAL COMPANIES, INC. 401(K) PLAN | TIGARD OR | 96 | $6.4M | $109K |
