Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 121 U.S. retirement plans report holding American Funds: Balanced Fund in their Schedule of Assets, totaling $651.4M 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 | PLAN PROFESSIONALS, LLC AGC SELECT 401(K) PEP | SHREWSBURY NJ | 15,566 | $610.5M | $155.9M |
| 2 | HOUSTON CHAPTER AGC/LOUISIANA AGC AGC SOUTHWEST CHAPTERS 401(K) PLAN | HOUSTON TX | 14,004 | $526.8M | $129.8M |
| 3 | BOKF, NA BOK FINANCIAL 401(K) PLAN |
| 4,961 |
| $1.2B |
| $38.4M |
| 4 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $34.2M |
| 5 | HOBBY LOBBY STORES, INC. SAVINGS INCENTIVE AND PROFIT SHARING PLAN FOR EMPLOYEES OF THE HOBBY LOBBY GROUP | OKLAHOMA CITY OK | 31,651 | $563.8M | $34.1M |
| 6 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $14.8M |
| 7 | MANROLAND GOSS WEB SYSTEMS AMERICAS LLC RETIREMENT SAVINGS PLUS | EXETER NH | 105 | $100.8M | $13.2M |
| 8 | BAISCH ENGINEERING INC. BAISCH ENGINEERING INC. EMPLOYEES' PROFIT SHARING PLAN | KAUKAUNA WI | 79 | $30.4M | $13.2M |
| 9 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $13.1M |
| 10 | ICU MEDICAL, INC. ICU MEDICAL, INC. 401(K) PLAN | SAN CLEMENTE CA | 4,296 | $674.1M | $12.1M |
